My siblings are all beneficiary on my dad's account who is deceased. They just target "financial-dumb" people.Ĭons: DO NOT INVEST YOUR MONEY WITH UBS, very shody business practice, hinging on Scammers To be fair, they didn't charge me any exit fees to close my account like others mentioned, maybe due the long history with them and/or the high investment balance or maybe because I showed how poorly they performed, and again, I was always polite and so were they.
I opened an account with Vanguard in parallel and put in exactly same amount of funds, and measured each of the ups and downs of market for one year, the UBS account drops more and recovers less every single time. If you really not sure what to do, just buy some low cost index ETFs or mutual funds and ride the market, you will still be doing better if you let USB manage for you(due to the high hidden fees). If you have some knowledge of investment you are much better off open an account with Fidelity(they offer perks if you transfer certain amount, it may not be listed on their website, just call them and ask for promotions) or Vanguard and manage yourself, it is really not hard and I wish I did that long ago. I was with them for over 10 years, I had my own business and didn't have time to manage myself,Ĭhances are they will talk you into buying some sort of "UITs" (unit investment trust), typically the kind with high fees, when asked they will make up stories. This review is about UBS Financial Services in Denver. I want to close by saying that for over 20 years my experience with my account broker could not have been better contrariwise, the experience with my current UBS broker could not be worse.Ĭons: They put their own interests first. Otherwise I would search elsewhere for a more sophisticated brokerage firm.Ī further disappointment with the UBS branch currently acting as the custodian of my account is the defensive attitude of the branch manager when I discussed the dissatisfaction experienced by me. My current broker has the good fortune to have a tremendous assistant who provides me with immeasurable help.
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My account was turned over to another broker in his office who lacks all, or most, of the professional expertise and willingness to help that I obtained with Doug. Unfortunately (for me, not him),he retired, a well-deserved event. He was always available and extremely well informed. He was terrific, always available, and very helpful with suggestions. My first broker, Doug Tyler, in the Dallas office. Please check the attached file for further details of the activities from ACI FMA Accredited Trainers, as they may help with your exam preparation.ĭisclaimer: "ACI FMA does not offer advice and takes no responsibility nor liability for the performance of the services and training methodologies of ACI FMA Accredited Trainers".Cons: Very much individual broker dependent. Peter Skerritt & Associates (PTY) Ltd ( - Swapskills FZ LLC ( )
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Full Value Financial Services (PTY) Ltd ( - ICAP Training Solutions PTY Ltd ( - Multimedia TradeWind Limited ( .uk) Advanced Studies and Training Center ( - AMF Academia de Mercados Financeiros ( - Examready Trading Academy TM ( - Finance Trainer Luxembourg s.a.r.l. The following training companies are now ACI FMA Accredited Trainers: On 1st April 2019, ACI has launched its Trainer Accreditation Policy. Please visit the website of your ACI National Association and check if they offer a preparatory course. Various ACI National Associations offer their own preparation courses for the ACI exams. ACI Financial Markets Association is an exam body and exam preparation opportunities are delivered by third parties like training companies, business schools and authors.
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