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Traverse City Financial Advisors
UBS Financial Services
202 E. State St., Suite 300
Traverse City, MI 49684
(231) 668-9083
Advisor Profile
Name: Steven Yenshaw
Phone Number: (231) 668-9083
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Business Description
I provide my clients the most comprehensive investment, retirement, and wealth preservation advice and serivces. I specialize in dealing with trusts and IRA/401K plans. With 17 years of experience, and the resources of UBS, our Wealth Management expertise is second to none.
 

General Information
Gender:    Male
Years of Experience in Financial Services:    17
 

Education
Academic Background
 
B.S. International Finance
Oakland University
1990
 

Services
Investment Types:    Stocks Mutual Funds, Bond Mutual Funds, Options, Alternative Investments, Annuities, Stocks, Bonds
 

Qualifications & Memberships
Certifications, Accreditations & Designations:    Insurance License (Life & Health; Long Term Care; Specify below), Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 7, Series 6, Chartered Mutual Fund Consultant, Securities Investor Protection Corporation, Series 65
 

Firm Information
Number of Advisors in Office:    Over 1000 employees
Assets Managed by Firm:    Yes
 

Compensation & Fees
Fee % Based on Assets:    1
Additional Details on Charges:    Fees as well as commissions are negotiable depending upon client goals and portfolio make-up.
 
 
 
Prepared By: Steven Yenshaw
Most Recent Update: 09/26/2008