Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileEva Rivka Tamar Agi is a financial advisor with UBS Financial Services Inc. with over 3 years of experience in the industry. Eva Agi is licensed to provide investment advice in California and Texas. Eva Agi is also registered with the state of California as an Investment Advisor Representative. Eva Agi holds the Series 7, 63, and 65 licenses. Eva Agi is a Certified Financial Planner. Eva Agi provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Eva Agi is committed to providing her clients with personalized financial advice to help them achieve their financial goals. Eva Agi also works with GK Tax and Accounting to provide tax and accounting services to her clients.
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
07/21/2023 - Present
UBS Financial Services Inc. (BEVERLY HILLS CA)
BC
Issued 06/05/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2023
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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