Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scott Nash is a financial advisor at UBS Financial Services Inc. David has been a registered representative for over 16 years. David holds the Series 7, Series 66, and Series 72 securities licenses. David is registered with the state of Massachusetts and holds an active status in the broker-dealer and investment advisor roles. David is affiliated with the Boston branch office of UBS Financial Services Inc. David has experience working with clients in the insurance, charitable organization, and business sectors. David also has experience with pension and profit-sharing plans.
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
MA
06/23/2022 - Present
UBS Financial Services Inc. (BOSTON MA)
NJ
09/17/2004 - 06/15/2010
G.X. CLARKE & CO. (JERSEY CITY NJ)
BOTH
Issued 11/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2004
Series 72 - Government 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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