Featured Business Financial Advisor in Northfield, NJ
Northfield Financial Advisors
UBS Financial Services
501 Fellowship Road, Suite 302
Northfield, NJ 08225
Phone Number
Advisor Profile
Steven Kalodner
Name:  Steven Kalodner
Website:  Visit Website

About UBS Financial Services

With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS has extensive experience managing the wealth of individuals.

Our global strategy is centered on strengthening UBS?s leading Wealth Management Americas franchise while integrating and finding synergies among the Investment Bank and Asset Management divisions to deliver outstanding solutions for our clients.

The UBS Wealth Management Americas approach is based on the trusted relationship of our Financial Advisors and their clients. Our experienced Advisors are committed to understanding clients?needs and delivering insightful, informed advice to help them realize their dreams.

Pursue what matters most

At the end of the day, it?s not just about wealth. It?s about what your wealth can accomplish. Together, you and your UBS Financial Advisor can help prepare your financial life for today, tomorrow and generations to come?so you can stay focused on what matters most, no matter what the markets are doing. That?s our focus as the world?s largest wealth management firm.
 

General Information

CRD#:    1399718
Firm CRD#:    8174
Name of Broker/Dealer:    UBS Financial, Inc
States Willing to do Business in:   
Years of Experience in Financial Services:    33
Number of Years with Current Firm:    8
Work Experience:    I have provided investment guidance and advice for 32 years and I still enjoy meeting and working with people to help them live their dreams whatever their dreams are.
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At my office, At your home, Video Conference, At your office, Via phone, Via email
 

Qualifications & Memberships

Securities Licenses:    Series 31, Series 66, Series 7
Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Life, Variable Life, Annuity, Health
 

Firm Information

Firm's Number of Clients:    225
Firm's Number of Planning Clients:    225
Firm's Number of Managed Clients:    225
Assets Managed by Advisor:    110,000,000
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    250,000
 
 
 
Prepared By: Steven Kalodner

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