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Jason L
Series 63
Mount Pleasant, SC
UBS Financial Services
Jason Latos is a financial advisor with UBS Financial Services in Mount Pleasant, SC, holding a Series 63 designation and with 26 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans.
Kenneth K
Series 66
Mount Pleasant, SC
UBS Financial Services
Kenneth Kavanaugh is a financial advisor with UBS Financial Services in Mount Pleasant, SC, holding a Series 66 designation and 28 years of industry experience. He previously worked at Merrill for 17 years before joining UBS in 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of 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 strategies to clients’ goals and risk tolerances.
Jerome H
Series 63, Series 65
Mt. Pleasant, SC
UBS Financial Services
Jerome Hornowski is a financial advisor at UBS Financial Services with 46 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. 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, providing a broad range of financial solutions supported by proprietary research and capital markets expertise.
Jeffrey A
Series 63, Series 65
Mount Pleasant, SC
UBS Financial Services
Jeffrey Adams is a financial advisor with UBS Financial Services in Mount Pleasant, South Carolina. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 18 years at UBS. Outside of his advisory role, he serves on the Board of Directors of Arizina Alpha Housing Corporation, a nonprofit organization supporting undergraduate housing management for Sigma Phi Epsilon at Arizona State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial plans and portfolio management based on proprietary research and capital market assumptions.
Kevin M
Series 63, Series 66
Mount Pleasant, SC
UBS Financial Services
Kevin Mulkern Jr. is a financial advisor at UBS Financial Services with 19 years of industry experience. He previously worked at Jpmorgan Chase Bank NA and Jpmorgan Securities LLC for 13 years before joining UBS in 2020. Outside of his advisory role, he owns and operates Good For You Candy Company, a business that makes and sells whole food candy using dried fruit and maple syrup. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.
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