Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliza? Claim Your ProfileEliza Brygida Nuffer is a financial advisor with UBS Financial Services Inc. Eliza has been in the financial industry for over 10 years. Eliza is registered with FINRA and is licensed to sell securities in multiple states. Eliza has a strong background in financial planning and portfolio management and is committed to providing her clients with personalized financial advice. Eliza has been with UBS Financial Services Inc. since 2023. Before joining UBS Financial Services Inc., Eliza worked at INFINITY FINANCIAL SERVICES. Eliza holds a Series 66 license, as well as Series 7TO and SIE licenses. Eliza is also a Registered Principal.
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
CA
05/24/2023 - Present
UBS Financial Services Inc. (WALNUT CREEK CA)
CA
03/14/2022 - 02/16/2023
INFINITY FINANCIAL SERVICES (Oakland CA)
BOTH
Issued 05/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2021
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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