James P. Shantz
Ubs Financial Services Inc.
Financial Planner in Stamford, CT
Address:677 Washington Blvd
Stamford, CT 06901
About James P. Shantz
James Shantz is a financial professional at Ubs Financial Services Inc. located in Stamford, Connecticut. James Shantz holds an industry securities registration subject to FINRA oversight having passed securities examinations including PC, S1, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Shantz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Shantz677 Washington Blvd
Stamford, CT 06901
Phone Number:
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Website:
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