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Marilyn F
Series 63, Series 65
Great Neck, NY
UBS Financial Services
Marilyn Freedman is a financial advisor with UBS Financial Services in Great Neck, NY, holding Series 63 and Series 65 designations and 28 years of industry experience. She has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.
Jake H
Series 66
Great Neck, NY
UBS Financial Services
Jake Huff is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience. He has been with UBS Financial Services Inc. since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.
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