Peter BerzinsCRD Number: 2068403
Current Firm: Ubs Financial Services Inc.
Peter Berzins (CRD# 2068403) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 31 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Ubs Financial Services Inc.||Short Hills, NJ||Jan 2014 - Current||8|
|W. H. Mell Associates, Inc.||Summit, NJ||Aug 1996 - Jan 2014||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1990|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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