Louis Paster - UBS Financial Services Inc.
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UBS Financial Services Inc. operates in Chicago, IL, providing wealth management services including investment advisory and brokerage services to corporations, institutions, family offices, and high-net-worth individuals. Their Corporate Cash Management Group specializes in customized fixed-income investment management programs tailored to meet diverse client needs such as investment policies, liquidity, and tax considerations.
The firm emphasizes the distinct nature of its advisory and brokerage services, governed by separate laws, and ensures clients are informed about the capacities in which financial advisors operate. UBS Financial Services Inc. does not provide tax or legal advice, encouraging clients to consult other professionals for guidance on legal and tax implications related to investment strategies.
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