Unclaimed
Amir Vardi has been in the financial services industry since September 23, 2004. Amir is currently registered with UBS Asset Management (us) Inc. and is licensed in New York. Amir was previously registered with CREDIT SUISSE SECURITIES (USA) LLC.
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.
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.
1
2
NY
05/01/2024 - Present
UBS Asset Management (us) Inc. (New York NY)
NY
09/24/2004 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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