Veronica L Wang
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- UBS Financial Services Inc.Oct 2018 to now
- Nor-cal Metal FabricatorsJun 2018 to Oct 2018
- Jaguar RestaurantJun 2017 to Jun 2018
- Nor-cal Metal FabricatorsJun 2017 to Sep 2017
- Bungalow LivingApr 2017 to May 2017
- O'neill Wetsuits LLCNov 2016 to Jun 2017
- Education - University of California, Santa CruzSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7021050
- Firm CRD
- 8174