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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elkhadir? Claim Your ProfileElkhadir Toubali is a financial advisor with UBS Financial Services Inc. Elkhadir Toubali is registered with the state of New York and has been in the industry since 2001. Elkhadir Toubali has a Series 7 and Series 63 license, as well as a Series 3 license. Elkhadir Toubali has also passed the Securities Industry Essentials Examination. Elkhadir Toubali has experience working with a variety of clients, including individuals, businesses, and institutions. Elkhadir Toubali specializes in providing financial planning, investment management, and retirement planning services. Prior to joining UBS Financial Services Inc., Elkhadir Toubali worked at UBS International Inc. and Fahnestock & Co. Inc.
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
NY
10/26/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
09/14/2004 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
04/03/2002 - 10/17/2002
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
02/26/2002 - 03/28/2002
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NY
11/05/2001 - 01/30/2002
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BC
Issued 03/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/03/2001
Series 7 - General 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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