Keith Fallis, CFP
UBS Financial Services
Certified Financial Planner in Santa Fe, NM
http://www.ubs.com/team/asterinvestmentgroup
Address:141 E Palace Ave Bldg Coronado
Santa Fe, NM 87501
About Keith Fallis
Keith Fallis is a financial professional at UBS Financial Services located in Santa Fe, New Mexico. Keith Fallis holds an industry securities registration subject to FINRA oversight having passed securities examinations . 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
Keith Fallis 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:
Keith Fallis141 E Palace Ave Bldg Coronado
Santa Fe, NM 87501
Phone Number:
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Website:
http://www.ubs.com/team/asterinvestmentgroup
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