Dijana Jovevska
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.Apr 2023 to now
- Wells FargoJan 2022 to Mar 2023
- TD Bank NASep 2021 to Dec 2021
- Shop Express BiserApr 2020 to Aug 2021
- Firehouse Family RestaurantJan 2019 to Mar 2020
- Ruby Tuesday Times SquareOct 2017 to Dec 2018
- Tgi Friday'sApr 2017 to Sep 2017
- Demi-an TransOct 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7700419
- Firm CRD
- 8174