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Dane Urie

Dane Urie

First Vice President - Investments, Senior Portfolio Manager

Followers of Dane Urie34 followers
location of Dane UrieSt. Petersburg, Florida, United States

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  • Timeline

  • About me

    Forbes Top Ranked Wealth Management Advisor and Senior Portfolio Manager at UBS Financial Services Inc.

  • Education

    • University of South Florida

      1980 - 1984
      Bachelor of Science (BS) Finance

  • Experience

    • Merrill Lynch

      Feb 1985 - Mar 2012
      First Vice President - Investments, Senior Portfolio Manager

      Financial Planner

    • UBS Financial Services

      Mar 2012 - now
      Senior Vice President - Wealth Management, Senior Portfolio Manager

      Financial Planner

  • Licenses & Certifications

    • FA Registered States

      AK,AL,CA,CO,DE,FL,GA,ID,IL,IN,KS,KY,MA,MD,MI,NC,NJ,NY,OH,PA,SC,TN,TX,VA,VT,WA,WI

    • Series 63 Uniform State Exam

      Florida
      Feb 1986

    • Series 65 Investment Advisor

      Florida
      Feb 1986

    • Series 7 General Securities Representative Exam

      Florida
      Feb 1986

    • **Registered States** AK, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA

      FINRA