Emily Nevergall
Advisor at UBS Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at UBS Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Columbus, OH 43220-5288
Credentials
Series 66
Industry experience
2 years
Emily Nevergall is a financial advisor at UBS Financial Services in Columbus, OH, holding a Series 66 designation and having two years of industry experience. Prior to UBS, she worked at Bankers Life Advisory Services and related entities from 2021 to 2024. Outside of her advisory role, she manages social media content for Prince of Peace Lutheran Church, a non-investment related position she has held since 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and maintains affiliated banking and securities-backed lending programs.
Based on UBS Financial Services
Based on UBS Financial Services
Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products
Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations
5007 Horizons Drive, Suite 200
Columbus, OH 43220-5288
District of Columbia · Ohio
UBS Financial services inc
2024 - Present (2 years)
Bankers Life Advisory Services, Inc
2023 - 2024 (1 year)
Bankers Life Securities, Inc
2023 - 2024 (1 year)
Bankers Life & Casualty, Inc
2021 - 2024 (3 years)
Prince of Peace Lutheran Church
2021 - Present (5 years)
Indianapolis Opera
2018 - 2018 (1 year)
Prince of Peace Lutheran Church
2018 - 2021 (3 years)
Easton Shoes
2018 - 2021 (3 years)
Kozy Kampground
2018 - 2018 (1 year)
Palm Beach Opera
2017 - 2018 (1 year)
Kozy Kampground
2017 - 2017 (1 year)
Opera Saratoga
2016 - 2016 (1 year)
St. Mary of the Assumption Parish
2015 - 2017 (2 years)
Simons Shoes
2015 - 2017 (2 years)
Boston University
2015 - 2017 (2 years)
Self-Employed
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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