Miami Beach, FL Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

6

Of 9,322 advisors across 992 offices

Location

Miami Beach FL

Advisors at this office

6

Advisors at this office

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Frederick H

Series 63, Series 65

Miami Beach, FL

UBS Financial Services

Frederick Hahn is a financial advisor with UBS Financial Services in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets functions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Oren K

Series 63, Series 65

Miami Beach, FL

UBS Financial Services

Oren Klein is a financial advisor at UBS Financial Services with 14 years of industry experience. He has held his current roles at UBS USA Bank and UBS Financial Services since 2017, and previously worked at Finaben LLC. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Alax G

Series 63, Series 66

Miami Beach, FL

UBS Financial Services

Alax Gittler is a financial advisor with UBS Financial Services in Miami Beach, FL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Everett W

Series 63, Series 66

Miami Beach, FL

UBS Financial Services

Everett Weinberger is a financial advisor with UBS Financial Services in Miami Beach, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he serves as a board member and treasurer for Belvedere Houses, Inc., a cooperative real estate organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Gregory H

Series 63, Series 65

Miami Beach, FL

UBS Financial Services

Gregory Hurst is a financial advisor at UBS Financial Services in Miami Beach, FL, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 1999. Outside of his advisory role, he is an authorized member of Liquid Lifetime Collection LLC, a personal holding company for asset protection. 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 uses proprietary research and model-based asset allocations to tailor financial plans and portfolio strategies to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Daniel W

CFP®, Series 63, Series 65

Miami Beach, FL

UBS Financial Services

Daniel White is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with UBS Financial Services, joining in 2022 after prior roles at Bank of America and Merrill. He serves on the advisory board of PAWS4PEOPLE, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities to deliver tailored financial planning and portfolio management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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