UBS's Jason Stephens Named to Forbes/SHOOK List of Best-in-State Wealth 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 NAPLES, Fla.--(BUSINESS WIRE)-- Jason E. Stephens, CFP ®, Managing Director and co-founder of The Stephens Group at UBS Private Wealth Management, has been named #4 in South Florida on the 2019 Forbes/SHOOK Best-in-State Wealth Advisors list. This year's Forbes/SHOOK Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states. Each advisor, selected by SHOOK Research is chosen based on an algorithm of qualitative and quantitative criteria including in-person interviews, industry experience, compliance records and assets under management. Stephens is dedicated to serving the specialized needs of a limited number of affluent investors to ensure the highest level of attention and r
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UBS
News
- UBS Group AG (NYSE: UBS) was downgraded by analysts at Citigroup Inc. from a "buy" rating to a "neutral" rating.MarketBeat
- UBS’s Drew Freides and Michael Kanigher Named to Forbes Best-in-State and Top Wealth Advisors listsBusiness Wire
- UBS Group AG (NYSE: UBS) was downgraded by analysts at BNP Paribas from an "outperform" rating to a "neutral" rating.MarketBeat
- UBS: To Play It Safe [Seeking Alpha]Seeking Alpha
- UBS hires financial advisor team led by Christopher Toregas in Los AngelesBusiness Wire
UBS
Sec Filings
- 4/16/24 - Form 6-K
- 4/2/24 - Form IRANNOTICE
- 3/28/24 - Form 6-K
- UBS's page on the SEC website