Sara Arizpe, financial advisor San Antonio TX

Sara Arizpe

CRD Number: 5259768
Current Firm: Ubs Financial Services Inc.

Sara Arizpe (CRD# 5259768) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Antonio, TX and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. San Antonio, TX Oct 2015 - Current 8
Bbva Securities Inc. San Antonio, TX May 2013 - Oct 2015 2
Compass Bank San Antonio, TX Jan 2007 - Oct 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Sara E. Arizpe
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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