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Rainier School District

UBS Financial Advisors

This Vendor Page has not been approved by UBS Financial Advisors,
but the information provided should be useful to you.

Landing Pages

Product and Fee Information

Click the link(s) below for information on UBS Financial Advisors products:

Marketing Information

Investment products of UBS Financial Advisors are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

 

Rainier Status

No longer in use. Also, the District was informed on 12/23/2008 that UBS Financial Advisors would be vacating the 403(b) market effective 12/31/2008.

Rainier Plan Number

When contacting UBS Financial Advisors to open an account, please reference Plan Number: To Be Determined

Rainier Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

UBS Financial Advisors offers the following type(s) of investment option:

Roth 403(b) Contribution Policy

UBS Financial Advisors does NOT accept Roth 403(b) contributions.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact UBS Financial Advisors to request your form.