UBS Financial Advisor Jessica Guo Named to Forbes/SHOOK List of Best-in-State Financial Advisors
UBS Group AG Registered Ordinary Shares (UBS)
US:NYSE Investor Relations:
ubs.com/global/en/about_ubs/investor_relations.html
Company Research
Source: Business Wire
Recognition of an exceptional career in Financial Services BOSTON--(BUSINESS WIRE)-- UBS International announced last week that Jessica Guo, Managing Director, Wealth Management at The Guo Group in Wellesley has been named to Forbes/SHOOK list of Best-In-State list Wealth Advisors, listed on www.Forbes.com. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practice and approach to working with clients. “We are very proud that Jessica has earned this ranking of being named
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UBS
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- 4/25/23 - Miss
UBS
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- 2/14/24 - Form ABS-15G
- 2/9/24 - Form 13F-HR
- 2/6/24 - Form SC
- UBS's page on the SEC website