Advisor at UBS Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
UBS financial services inc
2022 - Present (4 years)
Unemployed
2021 - 2022 (1 year)
Howard Hanna Real Estate Services
2019 - 2021 (2 years)
Remedy Staffing
2019 - 2019 (1 year)
Unemployed
2019 - 2019 (1 year)
The Ski Company Mountain Sports aka VJR Ski Corp.
2017 - 2019 (2 years)
Unemployed
2017 - 2017 (1 year)
Superior Talent Resources Inc.
2017 - 2017 (1 year)
Unemployed
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Canandaigua, NY
Edward Jones
Series 66
Honeoye Falls, NY
Edward Jones
Series 66
Honeoye Falls, NY
Fidelity
Jessica Prance is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Her prior experience includes positions at Merrill Lynch, where she was a Private Wealth Investment Management Specialist from 2020 to 2022 and a Private Wealth Associate from 2017 to 2020. Throughout her career, Jessica has focused on creating personalized financial plans that align with clients' goals and address their concerns. She emphasizes transparency and communication to build trustworthy relationships, helping clients feel more confident and comfortable with their financial strategies. Outside of her professional work, Jessica has interests in fitness, golf, horseback riding, pets, and reading.
Series 66
Avon, NY
Edward Jones
Series 66
Livonia, NY
Merrill
Steven Lang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, corporate benefits, executive and equity compensation services, family wealth management strategies, legacy planning, and retirement income. Steven holds a Bachelor's Degree from Hobart College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He approaches his work with compassion and empathy, aiming to treat clients with the care and attention typically reserved for family. Outside of his professional role, Steven enjoys ice hockey, woodworking, and spending time with his family.
Series 66
Canandaigua, NY
Fidelity
Timothy Bay is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, previously serving as an Investment Consultant from 2022 to 2024, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2020 to 2021. Prior to joining Fidelity Investments, he worked as a Financial Professional at Equitable Advisors from 2019 to 2020. Timothy focuses on helping local clients develop financial plans tailored to their priorities. He emphasizes a dedicated and trustworthy approach to assist clients in growing, protecting, and maintaining their wealth, aiming to provide them with confidence in their financial strategies. Outside of his professional work, Timothy has interests in fitness and football.
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