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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendon? Claim Your ProfileBrendon Reese is an investment advisor representative with UBS Financial Services Inc., a firm with a focus on providing a wide range of investment and financial planning services to individuals, families, and institutions. Brendon has been in the industry since 2000 and holds licenses in numerous states, including California, New Jersey, New York, and Texas. Before joining UBS, Brendon held positions at Merrill Lynch and Citigroup Global Markets. Brendon is a dedicated professional who is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
05/06/2022 - Present
UBS Financial Services Inc. (PARAMUS NJ)
NY
10/10/2008 - 05/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST NYACK NY)
NY
05/29/2007 - 10/23/2008
CITIGROUP GLOBAL MARKETS INC. (NEW CITY NY)
NY
04/25/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW CITY NY)
IA
Issued 08/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
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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