Senior Client Associate
Bari is the operational backbone of my team. She handles the daily operations and client relations for the team. Bari provides exemplary service and can act fast and efficiently on client requests, including executing trading orders. She holds her series 7,63, and 66 licenses. Bari is very experienced in working with clients to find the best ways to meet their wealth management needs.
Senior Client Associate
Bari is the operational backbone of my team. She handles the daily operations and client relations for the team. Bari provides exemplary service and can act fast and efficiently on client requests, including executing trading orders. She holds her series 7,63, and 66 licenses. Bari is very experienced in working with clients to find the best ways to meet their wealth management needs.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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