Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Levsky is a financial advisor with UBS Financial Services Inc. Adrian has been in the financial industry since 1999. Adrian holds a Series 7, Series 31, and Series 63 license, in addition to the SIE, and has a strong background in providing investment advice. Adrian is a registered investment advisor in Texas and is a registered representative in multiple states. Adrian is also a member of the Board of Directors of Longmeadow Country Club. Adrian has a history of working with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions.
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
MA
06/16/2008 - Present
UBS Financial Services Inc. (SPRINGFIELD MA)
MA
05/06/1999 - 10/10/2006
MORGAN STANLEY DW INC. (SPRINGFIELD MA)
IA
Issued 06/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/1999
Series 7 - General Securities Representative 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
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