Richard Rand - UBS Financial Services Inc.
Why pick this one
Richard Rand - UBS Financial Services Inc. provides personalized wealth management through an advisor holding FINRA Series 7 and 66 registrations and the CRPS designation.
Best for
- Individuals and families pursuing long-term financial goals
- Clients seeking personalized wealth management
- Retirement planning and 401(k) investing strategies
- Stock option exercise guidance
- Spanish-speaking clients
Specialties
- personalized wealth management
- retirement planning and 401(k) investing strategies
- stock option exercises
Certifications
- FINRA Series 7 registration
- FINRA Series 66 registration
- Certified Retirement Plans Specialist (CRPS) designation
- Health and Life Insurance licenses
What makes them different
- Richard Rand joined UBS as a Financial Advisor in June 2004
- Richard Rand is registered as an agent in 30 states
- Richard Rand is fluent in Spanish
- Richard Rand has been listed in Forbes Best-in-State Wealth Advisors from 2022 through 2026
- Richard Rand holds the UBS Wealth Advisor title
- Serves
- Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 317 W. Barbee Chapel Road, Chapel Hill, NC 27517
- Phone
- 9199182334
- Website
- https://advisors.ubs.com/richard.rand/?utm_sour...
Services
- financial advice
- wealth management
- retirement planning
- investment planning
- insurance services