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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Faith? Claim Your ProfileFaith Logan is a financial advisor with UBS Financial Services Inc. Faith specializes in providing financial planning and portfolio management services to individuals, businesses, and corporations. Faith is registered in 38 states and the District of Columbia to provide investment advice. Faith has 2 years of experience in the financial services industry and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Faith earned the Series 7TO, Series 63, and Series 66 licenses.
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
CT
05/09/2024 - Present
UBS Financial Services Inc. (GREENWICH CT)
CT
09/01/2023 - 05/24/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWICH CT)
CT
04/25/2022 - 08/11/2023
MORGAN STANLEY (Greenwich CT)
CT
08/27/2021 - 03/12/2022
J.P. MORGAN SECURITIES LLC (GREENWICH CT)
NY
01/18/2021 - 06/21/2021
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
BOTH
Issued 05/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2020
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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