Ubs Financial Services is a firm that provides investment management, financial advisor, insurance agent or broker, consulting services, and commercial bank to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
|1||Fidelity Investments Charitable Gift Fund||501(c)(3)||Boston, MA|
|3||University of Maryland Capital Region Health||501(c)(3)||Laurel, MD|
|4||Satellite Healthcare||501(c)(3)||San Jose, CA|
|5||New York Independent System Operator (NYISO)||501(c)(3)||Rensselaer, NY|
|6||Fisher Titus Medical Center||501(c)(3)||Norwalk, OH|
|7||California Association of Professional Employees (CAPE)||501(c)(9)||Pasadena, CA|
|9||Hawaii Carpenters Health & Welfare Trust Fund||501(c)(9)||Honolulu, HI|
|10||Hope Community Resources||501(c)(3)||Anchorage, AK|
|...||and 53 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ|
Competitors to Ubs Financial Services in the nonprofit sector include Ascensus, Vanguard Energy Services LLC, Newport Group, Inc., Merrill Lynch Pierce Fenner and Smith, Nationwide, Ubs Financial Services Inc, Morgan Stanley Smith Barney, Morgan Stanley, Variable Annuity Life Insurance Company, and Global Retirement Partners LLC.
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