Hunter Street Investment Advisors
42yrs
Top advisor by experience in Apex
25yrs
Beatriz Mas
Financial advisor at UBS Financial Services
Based in Apex, North Carolina, Beatriz Mas is a fiduciary financial advisor with 25 years of industry experience. Beatriz has been with UBS Financial Services since 2019. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 80 advisors with offices in Apex, and one of 79 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 20% by experience in Apex
OfficeApex, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowUBS Financial Services Inc.Current firm
Questions to ask Beatriz
Tailored to Beatriz’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Beatriz
How do I contact Beatriz?
Call UBS Financial Services at (201) 352-3000 and ask for Beatriz Mas. Beatriz works from the Apex, NC office.
How long has Beatriz been a financial advisor?
Beatriz has been in the industry since 2001, about 25 years. Top 20% by experience in Apex.
What licenses does Beatriz hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Beatriz a fiduciary?
Beatriz is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Beatriz paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Beatriz for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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