Unclaimed
Dulguun Batjargal is a financial advisor with Weild & Co., a firm located in Boulder, CO. Dulguun has been in the industry since 2011, having previously worked with firms such as JRL Capital Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc. Dulguun holds the Series 7 and Series 66 licenses as well as the SIE.
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.
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.
1
2
CO
06/13/2022 - Present
Weild & Co. (BOULDER CO)
CA
04/08/2015 - 12/31/2019
JRL CAPITAL CORPORATION (IRVINE CA)
CA
11/05/2012 - 11/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
10/28/2008 - 11/05/2012
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 07/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dulguun Batjargal is the right advisor for you? Invested Better is here to help.