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Westlake Village - Investment Mgmt |
Specialties: Private Wealth Management - Business Retirement Pl |
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Joseph TeurlingsFirst Vice President, CFA® CIMA® CFP® - UBS Financial Services Inc.
Joseph provides private wealth management services to selected affluent families and institutional investment management solutions to businesses, foundations and endowments.
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(805)367-3697
(805)367-3701 Fax
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3011 Townsgate Road
Westlake Village, CA 91361-5880 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Private Wealth Management - Business Retirement Pl |
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| Group |
WLK7 [GL - EC] ~ WLK3 |
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| Business Name |
UBS Financial Services Inc. |
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| Title |
First Vice President, CFA® CIMA® CFP® |
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| Address |
3011 Townsgate Road
Suite 300
Westlake Village, CA 91361-5880
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| Work Phone |
(805)367-3697 |
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| Fax |
(805)367-3701 |
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| Web Site |
www.ubs.com |
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| Member 1-Sheet |
Click to view
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| Member Since |
9/2007
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UBS is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
One of the largest businesses of its kind in the world, the Wealth Management division provides a range of wealth management products and services to individuals, businesses and institutions. These include brokerage and investment advisory services, financial and wealth planning, credit and lending, banking and cash management, annuities and insurance, retirement and trust.
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Private Wealth Management, Financial Planning, Estate Planning, Retirement Planning, 401(k), Pension Plans, Institutional Investment Management, Asset Management, Mergers & Acquisitions, Trust Planning, Annuities, Life Insurance, Long-Term Care Insurance, Stocks, Bonds, Mutual Funds, Municipal Bonds, Closed-End Funds, Managed Futures, Hedge Funds, Alternative Investments, ESOP, 529 Plans, Defined Benefit Plans, Asset Based Lending, Exchange Funds
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Information Not Available
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Information Not Available
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Information Not Available
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| Member 1-Sheet |
Click to view
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| Charities |
National Committee on Planned Giving® (NCPG)
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| College Degrees |
Master's Degree in Industrial Engineering & Business Admin.(MBA)
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| Organizations |
CFA Institute
CFA-LA
FPA
IMCA
CFP Board
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