Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Igal? Claim Your ProfileIgal Tobias Yacher is a financial advisor with over 20 years of experience in the industry. Igal has been registered with UBS Financial Services Inc. since 2010. Before that, Igal was registered with UBS International Inc., Citigroup Global Markets Inc., Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Lehman Brothers Inc. Igal holds Series 3, 7, and 63 licenses as well as the SIE exam. Igal specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses.
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
01/01/2010 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
03/20/2009 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
FL
03/20/2003 - 04/14/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NY
02/02/2001 - 03/25/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
12/08/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
02/17/1999 - 11/29/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 06/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2003
Series 3 - National Commodity Futures Examination
BC
Issued 02/16/1999
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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