National Retirement Planning Experts

National Coverage
Local Professionals


Bill Keyser

UBS Financial Services

55 William St

Wellesley, MA 02481
(781) 4468955

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

I work with the following types of clients

Individual Investors, Businesses


Investment Types

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

I can meet clients in the following ways

At my office, Video Conference, At your office, Via phone


Compliance Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

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

Firm Information

Advisor's Number of Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure

Fee Only

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.