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Bill Keyser

UBS Financial Services

55 William St

Wellesley, MA 02481


About UBS Financial Services

About UBS. As the worlds largest wealth manager, UBS is strongly positioned to address the realities of the global economy and a range of our clients sophisticated needs. With more than 150 years of wealth management expertise at its core, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for clients worldwide. UBS Financial Advisors are dedicated and passionate professionals who recognize that financial goals and life goals are uniquely intertwined. Through a customized approach, they access the deep resources and wealth management expertise of the firm, to deliver the trusted financial advice clients seek today to confidently move forward.

General Information

Firm Start Year

No.of Employees




Firm CRD#


Insurance License#


States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

Wealth Management and Preservation, Asset Allocation, Investments, Retirement, IRAs and small business retirement plans

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Wealth Management, Retirement Planning, Financial Advice & Consulting, Portfolio Management


Investment Types

Mutual Funds, FOREX & Currency, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Commodities, Bonds, Insurance, Annuities, Options & Futures, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Via Phone, Your Office, Video Conference


Compliance Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 7, Series 65, Series 63

Insurance and Annuity Licenses

Health, Annuity, Disability, Life, Variable Life, Long Term Care, Variable Annuity

Firm Information

Advisor's Number of Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure


Compensation Methods

Based on Assets


BS - Civil Engineering

University of New Hampshire
1983 - 1987

Master in Business Administration - MBA

Southern NH University
1993 - 1995


See for the full disclosure.


These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.