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Featured Business Financial Advisor in Portland, OR
Portland Financial Advisors
UBS Financial Services, Inc.
805 SW Broadway, Suite 2600
Portland, OR 97205
(503) 226-1826
“Pursuing the goals that matter most”
Advisor Profile
Michael D. Clancy, CDFA
Name:  Michael D. Clancy, CDFA
Phone Number:  (503) 226-1826
Website:  Visit Website
Disclaimer
Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements.It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus UBS 1998-2018. All rights reserved. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA. UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA

About UBS Financial Services, Inc.

LAKE OSWEGO OFFICE: 5285 Meadows Rd, Lake Oswego, OR 97035 and PORTLAND OFFICE: 805 SW Broadway Suite 2600, Portland, Oregon 97205

In today's economy, uncertainty is understandable. However, with the right Financial Advisor standing beside you, you can have the peace of mind and confidence to pursue your financial future?no matter what the markets or your life may bring.

UBS Wealth Management Americas excels at helping you pursue your goals because our singular focus is wealth management. Our Financial Advisors have experience managing significant wealth, drawing on proprietary research devoted exclusively to helping private clients make better investment decisions. If your wealth management goals require unconventional thinking and strategic partnerships, you?ll quickly understand what it means to be a UBS client.

In a rapidly changing, increasingly intertwined global economy, financial strength and stability are essential. At UBS, our balance sheet is strong, and we have a presence in more than 50 countries around the world.

Our capabilities, resources and enterprises are fully aligned to create an outstanding experience for you as a UBS client, and we are committed to being proactive and responsive to your needs.
 

General Information

CRD#:    4387886
Insurance License#:    6231789
Name of Broker/Dealer:    UBS Financial Services
Name of Custodial Firm:    UBS Financial Services
States Licensed in:    Oregon, Washington, Nevada, Maryland, Florida, Colorado, California, Arizona, Idaho, Utah, Michigan, Texas,New Jersey
States Willing to do Business in:    Aurora,Battle Ground,Beaverton,Boring,Brush Prairie,Camas,Canby,Clackamas,Cornelius,Dundee,Fairview,Gladstone,Gresham,Hillsboro,Lake Oswego,Newberg,North Plains,Oregon City,Portland,Scappoose,Sherwood,Troutdale,Tualatin,Vancouver,West Linn,Wilsonville
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    8
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Divorce Financial Analyst(CDFA)
Securities Licenses:    Series 66, Series 7, Series 31
Insurance and Annuity Licenses:    Long Term Care, Variable Life, Disability, Variable Annuity, Life, Annuity, Health
 

Firm Information

Firm's Number of Clients:    130
Firm's Number of Planning Clients:    75
Firm's Number of Managed Clients:    120
Assets Managed by Firm:    $150,000,000
Assets Managed by Advisor:    85,000,000
 
 
 
Prepared By: Michael D. Clancy, CDFA

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