Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrianne? Claim Your ProfileAdrianne Michelle Hoy is a financial advisor with UBS Financial Services Inc. Adrianne has been in the industry since May 2009 and holds licenses in numerous states for both broker-dealer and investment advisory services. Adrianne's previous experience includes working with Wells Fargo Clearing Services, LLC and Morgan Stanley Smith Barney. Adrianne offers a range of services including financial planning, investment management, and educational seminars.
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
02/18/2021 - Present
UBS Financial Services Inc. (SAN DIEGO CA)
CA
02/02/2012 - 02/22/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
06/01/2009 - 01/27/2011
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
05/12/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
BOTH
Issued 01/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
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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