Alshamiere Fields
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services, IncJul 2024 to now
- Rise DispensaryJul 2024 to Jul 2024
- Ascend Wellness HoldingsAug 2023 to Jun 2024
- UnemployedMar 2023 to Aug 2023
- Edward JonesDec 2021 to Feb 2023
- Pruco Securities LLCAug 2021 to Dec 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Aug 2021
- La FitnessNov 2019 to Jun 2020
- Sports Info SolutionsAug 2019 to Nov 2019
- Mit Recreation - Zesigner Sports & Fitness CenterNov 2018 to Jul 2019
- Hult International Business SchoolAug 2018 to Aug 2019
- 24 Hour FitnessApr 2018 to Sep 2018
- The College of New JerseyAug 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7247629
- Firm CRD
- 8174