Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annalisa? Claim Your ProfileAnnalisa Rada-mcgee is a registered representative with UBS Financial Services Inc. and has been in the financial industry since May 11, 2006. Annalisa Rada-mcgee is licensed to provide advisory services in Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Hawaii, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New York, Oregon, Pennsylvania, South Dakota, Texas, and Washington. Annalisa Rada-mcgee specializes in various financial services including portfolio management, financial planning, and pension consulting. Previously, Annalisa Rada-mcgee worked with WELLS FARGO ADVISORS, LLC in SANTA BARBARA, CA.
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
03/28/2014 - Present
UBS Financial Services Inc. (SANTA BARBARA CA)
CA
05/12/2006 - 04/01/2014
WELLS FARGO ADVISORS, LLC (SANTA BARBARA CA)
BC
Issued 05/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2006
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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