Hannah Bishop
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 Inc.Nov 2021 to now
- UnemployedAug 2021 to Oct 2021
- Upper Ground Enterprises Inc.Jul 2021 to Jul 2021
- UnemployedApr 2020 to Jun 2021
- Cosmetique AestheticsApr 2019 to Mar 2020
- UnemployedJan 2018 to Mar 2019
- Widmeyer CommunicationsMay 2017 to Dec 2017
- Dvl SeigenthalerFeb 2017 to Apr 2017
- State of TennesseeOct 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7458306
- Firm CRD
- 8174