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Caroline Renee Steiger

Broker & Financial Advisor

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Caroline Renee Steiger

Caroline Renee Steiger

CRD: 3061426 Broker & Financial Advisor

Current Firm

UBS Financial Services Inc.

ABOUT Caroline Renee Steiger

PROFILE: Caroline Renee Steiger is an experienced financial professional with 22 years of experience in the securities and investment advisory industry. Also known as Caroline R. Steiger, she is dually registered as a Broker and Investment Adviser with UBS Financial Services Inc. in Boulder, Colorado. Caroline has held registrations with several leading financial institutions throughout her career, including Morgan Stanley, Goldman Sachs, Credit Suisse Securities, Donaldson, Lufkin & Jenrette, Merrill Lynch, and UBS Financial Services. She has maintained her current registrations with UBS since 2013.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser with UBS Financial Services Inc.
  • FINRA Registered — Maintains broker registrations with UBS Financial Services Inc.
  • Investment Adviser — Registered to provide investment advisory services through UBS Financial Services Inc.

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

22 years

22 years. Caroline Renee Steiger has extensive experience in the securities industry, with a career spanning major financial institutions including UBS Financial Services, Morgan Stanley, Goldman Sachs, Credit Suisse Securities, and Donaldson, Lufkin & Jenrette.

Professional Statistics

22
Years of Experience
7
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

1801 13th Street Boulder, CO 80302

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*Based on Vanguard's study on advisor value
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