Check the background of this financial professional on FINRA's BrokerCheck.
Larry Hathaway, CLTC, FSCP

Welcome UPSB Financial Services Clients

This page is for current UPSB Financial Services clients. We will post important information pertaining to taxes, and any updates to our services on this page. As always please feel free to call your advisor with any questions. As a client you are also able to access your accounts online.

Helpful Contacts

Questions about logging into your account?

Call Larry or Sara with any questions and we will resolve

the issue as quick as possible.


906-789-7774


Larry Hathaway
Senior Investment Representative


Sara Roberts
Financial Services Administrator



 
 
 

NOTICE: Information sent through email is not encrypted. Please do not include any private, personal information such as account numbers or balance information. Please contact us directly at the phone numbers listed, or send an e-mail and ask that our representative contact you.

Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. UPSB
Financial Services is a trade name of the bank. Infinex and the bank are not affiliated.

NOT A DEPOSIT - NOT FDIC INSURED - NOT GUARANTEED BY THE BANK -
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - MAY GO DOWN IN VALUE
 

 


Check the background of this financial professional on FINRA's BrokerCheck.