Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Patrick Dosch is a registered representative at UBS Financial Services Inc. with a focus on providing comprehensive financial planning and portfolio management services to a diverse clientele. Shane has been in the financial industry for a significant time. Shane's expertise includes a variety of financial services, specializing in areas including Investment Advisory, Portfolio Management, Financial Planning, Retirement Planning, and College Savings. Shane's dedication to client satisfaction and a deep understanding of the financial markets allows Shane to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
01/31/2024 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
BC
Issued 01/31/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/31/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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