Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amritansh? Claim Your ProfileAmritansh Tewary is a financial advisor with over 14 years of experience in the industry. Amritansh has been registered with UBS Financial Services Inc. since 2013 and is currently licensed to provide financial advice in all 50 states and the District of Columbia. Amritansh holds the Series 7, Series 63, Series 65, and Series 66 licenses and is a CFA charterholder. Amritansh has previously worked at firms such as MORGAN STANLEY, Lincoln Financial Distributors, HSBC Securities, and Merrill Lynch. Amritansh specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.
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
NJ
11/29/2023 - Present
UBS Financial Services Inc. (Weehawken NJ)
NY
11/30/2022 - 11/28/2023
MORGAN STANLEY (New York NY)
PA
05/19/2016 - 04/09/2018
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
05/30/2013 - 04/13/2016
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/10/2007 - 05/24/2013
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NJ
11/09/2005 - 07/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERSEY CITY NJ)
NY
12/03/2003 - 09/13/2004
STANDARD & POOR'S SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 12/12/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
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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