Unclaimed
Bradley Zilbersher has been in the financial services industry since 1984 and is currently registered with UBS Financial Services Inc.. Bradley has been a registered representative of UBS Financial Services Inc. since December of 2011. Bradley has worked at several well-known firms in the industry. Prior to joining UBS Financial Services Inc., Bradley was with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Paine Webber Incorporated, and Merrill Lynch. Bradley has experience with a wide range of investments and specializes in providing financial advice to individuals, corporations, and charitable organizations. Bradley is also a registered investment advisor in New York.
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
NY
10/26/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
06/01/2009 - 12/20/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
07/31/1989 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
02/04/1987 - 07/26/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/14/1984 - 01/15/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
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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