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Morrow County 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:


Morrow County Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

Morrow County Plan Number

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

Morrow County 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.