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Charleston Investment Advisors

Permanently closed
+1 (843) 763-4499
Website

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3055 Olin Ave
San Jose, CA 95128
+1 (843) 763-4499
http://thelegacyofcare.org

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James Mann - UBS Financial Services Inc. is a reputable wealth management firm based in San Jose, CA. With over 25 years of experience, their team of dedicated Financial Advisors provides customized advice and guidance to help clients achieve their financial goals. They specialize in research and building wealth for clients by offering appropriate investment solutions. James Mann and his team are committed to helping individuals organize their finances around their short-term needs, longer-term goals, and future generations. As a global leader in wealth management, UBS Financial Services Inc. has a strong global footprint, with $3.9 trillion in invested assets globally and a presence in 51 countries. They offer investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. UBS Financial Services Inc. is known for its knowledgeable perspective, good judgment, and broad experience, which enable clients to meet their financial challenges and seize opportunities in today's complex markets and uncertain economic environment.Generated from the website
United States›California›San Jose›Charleston Investment Advisors

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