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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everson? Claim Your ProfileEverson Dasilva is an investment advisor representative with UBS Financial Services Inc. Everson has been in the industry since October 2009. Everson works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Everson is registered in 17 states and has a broad range of specializations including: Securities, Annuities, Mutual Funds, Variable Life & Variable Annuities, Fixed Insurance, Options, and Retirement Planning. Everson is also a registered principal with UBS Financial Services Inc. Everson's previous experience includes Merrill Lynch.
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
09/20/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
10/01/2009 - 08/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/30/2009
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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