UBS Financial Service

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805 SW Broadway Ste 2600
Portland, OR 97205
UBS Financial Services Inc., a part of UBS, is a registered broker-dealer offering securities, trading, brokerage and related products and services. The firm offers a host of wealth management, retirement planning and estate planning services to individuals as well as businesses across the United States. It offers a list of professional portfolio management services as well as investment products, including stocks, bonds and mutual funds; hedge funds, managed futures funds and private equity funds; insurance and annuities; and other specialty instruments. Additionally, UBS Financial Services Inc. provides investment research and consulting services to its clients to pursue their financial goals. It is a member of the SIPC (Securities Investor Protection Corporation) and FINRA (The Financial Industry Regulatory Authority).

Reviews

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3.02 reviews
Photo of Janet F.
Janet F.
8/7/2019

I have been so happy with my experience with UBS Financial Services. I have been working with them since 2013. My Uncle asked me to assist as Trustee to his Estate. The UBS financial...

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Cheryll C.
2/2/2014

Just a side note, I was upset because I had called this business 3x and the same woman cut our conversation short and hung up without saying goodbye. The is pretty embarrassing for such a...

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