Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen L. Liu-baumert is a financial advisor with UBS Asset Management (us) Inc. based in New York, NY. Eileen has been in the financial services industry since April 17, 2012. Previously, Eileen worked at CREDIT SUISSE SECURITIES (USA) LLC also in New York, NY. Eileen is licensed in 52 states and holds FINRA Series 7, SIE and Series 63 licenses.
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.
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2
NY
05/01/2024 - Present
UBS Asset Management (us) Inc. (New York NY)
NY
10/03/2016 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/11/2008 - 02/26/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 12/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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