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Steven Kalodner

UBS Financial Services

501 Fellowship Road
Suite 302

Northfield, NJ 08225
(856) 9852041

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

Firm Start Year

1986

CRD#

1399718

Firm CRD#

8174

Name of Broker/Dealer

UBS Financial, Inc

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 & Membership

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

Education

Bachelor of Science - Finance

The Pennsylvania State University
Aug 1982 - May 1986