Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Weinberger is a financial advisor with over 25 years of experience in the industry. Everett is currently registered with UBS Financial Services Inc. in Florida, New York, and Texas. Everett has a strong background in investments and holds several professional licenses, including Series 7, Series 31, Series 63, and Series 66. In addition to working with UBS Financial Services Inc., Everett has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Deutsche Banc Alex. Brown Inc.. Everett is a member of the Board of Directors of Belvedere Houses, Inc. Everett is committed to providing his clients with personalized financial advice and services.
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
FL
11/18/2011 - Present
UBS Financial Services Inc. (Miami Beach FL)
NY
03/21/2011 - 12/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/28/2001 - 03/17/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/22/1998 - 02/21/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
NY
12/16/1997 - 01/16/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NA
10/07/1986 - 09/12/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/06/1997
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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