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About Ubs |
| We take an approach to your wealth that works for you and your entire financial life. Whether you're pursuing retirement, making an investment or forging a legacy, understanding the bigger picture is the first step to helping you pursue your financial goals today, tomorrow and for generations to come. |
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General Information |
| Years of Experience in Financial Services: |
27
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| Work Experience: |
Mark Standard, has more than 25 years of experience in the financial services industry. He joined UBS in August 2022 as Executive Director to serve as the Branch Manager of the UBS office in McLean, Virginia. He was quickly was recognized for inspiring Financial Advisors to understand client needs then leverage the capabilities of the firm to deliver the best solutions. In January 2023, Mark became a partner on a Private Wealth Team in Washington, DC. They provide tailored wealth solutions to success families in the Washington DC Area.
Mark began his career as a Financial Advisor at Merrill Lynch in New York City. Prior to UBS he held the position of Market Director at J.P. Morgan for the state of Maryland. Mark has an MBA in finance from the University of Chicago, Booth School of Business and a Certificate in Venture Capital from the Wharton School of Business.
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| States Licensed in: |
DC, MD, VA, NY, FL
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| Number of Years with Current Firm: |
1
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| Insurance License#: |
2178139
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| Work with the following types of clients: |
Businesses, Individual Investors
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| States Willing to do Business in: |
Washington DC,Maryland,Virginia,New York,Florida,Georgia,Illinois,Georgia,California,Texas,North Carolina,Pennsylvania
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| Advisory Services Provided: |
Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
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Qualifications & Memberships |
| Securities Licenses: |
Series 7, Series 9, Series 10, Series 66, Series 23
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| Insurance and Annuity Licenses: |
Life, Annuity
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Firm Information |
| Assets Managed by Advisor: |
$1.2 Billion
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| Advisor's Number of Clients: |
41
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| Advisor's Number of Planning Clients: |
15
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| Advisor's Number of Managed Clients: |
35
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Compliance |
| Criminal Disclosures in Last 5 years: |
I have a clean record
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Registered Representative: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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