Unclaimed
Eric Meng is a Financial Advisor at UBS Asset Management (us) Inc. based in New York, New York. Eric has a strong background in financial services, having previously worked at Credit Suisse Securities (USA) LLC. Eric has passed the Series 7TO, Series 63 and SIE exams, and is registered with FINRA and the state of New York. Eric is dedicated to providing his clients with personalized financial advice and guidance.
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
NY
05/01/2024 - Present
UBS Asset Management (us) Inc. (New York NY)
NY
07/25/2020 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 08/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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