Adam Rogers - UBS Financial Services Inc. is a wealth management firm located in Wellesley, MA. They provide comprehensive financial planning advice to help individuals prepare for major life changes and achieve their long-term financial goals. With a focus on liquidity management and a global footprint, they offer investment advisory services and brokerage services to clients, backed by the strength of UBS, a world-leading wealth manager with $3.9 trillion in invested assets globally.
As a registered investment adviser and broker-dealer, Adam Rogers - UBS Financial Services Inc. offers a range of products and services to clients, including securities trading, brokerage, and futures commission merchant services. They emphasize the importance of understanding their clients' needs and providing tailored solutions, while also highlighting their resilience and leadership in guiding clients through financial challenges and market opportunities for over 160 years.
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