Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Gleason is a registered representative with UBS Financial Services Inc. Christy has been in the financial services industry since May 2018. She is currently registered with the state of Virginia. Her office is located at Wells Fargo Center/ 440 Monticello Avenue, Suite 2000 in Norfolk, VA. Christy is a Series 7TO and SIE exam holder and has passed the Uniform Combined State Law Examination. Christy has a total of 10 approved SRO registrations, 1 approved FINRA registration and 0 approved state registrations. She is a specialist in providing financial advice to individuals, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans and pooled investment vehicles. Christy also provides portfolio management for businesses, portfolio management for individuals, educational seminars and security ratings.
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
VA
09/14/2024 - Present
UBS Financial Services Inc. (NORFOLK VA)
BC
Issued 03/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2019
SIE - Securities Industry Essentials 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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