Lisa Margolis
Executive Director, Advisory Consultant for the Midwest at Ubs @UBS
Birmingham, MI, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jun 2022 — Present
Executive Director, Advisory Consultant for the Midwest at Ubs @UBS
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Birmingham, MI, US
SKILLS
Series 7Asset AllocationSeries 63Investment AdvisoryMutual FundsAsset ManagmentSeries 65Separately Managed AccountsEtfsInvestment ManagementAlternative InvestmentsInvestmentsAsset ManagementFixed AnnuitiesInvestment StrategiesSecuritiesUniform Combined State LawWealth Management
ABOUT LISA MARGOLIS
Executive Director, Advisory Consultant at UBS
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