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LM

Lisa Margolis

Executive Director, Advisory Consultant for the Midwest at Ubs @UBS

Birmingham, MI, US

EMAILS

[email protected]

MOBILE NUMBERS

+12•••••••93

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WORK HISTORY

Jun 2022 — Present

Executive Director, Advisory Consultant for the Midwest at Ubs @UBS

Birmingham, MI, US

SKILLS

Series 7Asset AllocationSeries 63Investment AdvisoryMutual FundsAsset ManagmentSeries 65Separately Managed AccountsEtfsInvestment ManagementAlternative InvestmentsInvestmentsAsset ManagementFixed AnnuitiesInvestment StrategiesSecuritiesUniform Combined State LawWealth Management

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ABOUT LISA MARGOLIS

Executive Director, Advisory Consultant at UBS

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