Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Azar is an Investment Advisor Representative with UBS Financial Services Inc. Abraham has been in the securities industry for over two years and has a Series 7, Series 66 and SIE license. Abraham is registered in 54 states and has been with UBS since 2023. Abraham provides a variety of financial planning services including financial planning, pension consulting, and portfolio management for individuals and businesses. Abraham's experience includes roles at Jeffer Mangels Butler & Mitchell LLP, Glaser Weil Fink Howard Avchen & Shapiro LLP, Greenberg Glusker Fields Claman & Machtinger LLP, Shartsis Friese LLP, Dechert LLP, UCLA School of Law, Andersen Tax LLC and Full-Time Student.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
03/04/2023 - Present
UBS Financial Services Inc. (Irvine CA)
BOTH
Issued 03/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Abraham Azar is the right advisor for you? Invested Better is here to help.
