Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Igor? Claim Your ProfileIgor Gitstein is a financial advisor with UBS Asset Management (americas) LLC. Igor has over 8 years of experience in the financial services industry and is registered with the state of New York. Igor has passed the Series 7, Series 52, Series 55, Series 66, SIE, and Series 57TO exams. Igor previously worked at UBS Securities LLC, UBS Financial Services Inc., and Oppenheimer & Co. Inc.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
06/04/2024 - Present
UBS Asset Management (americas) LLC (NEW YORK NY)
NY
07/28/2023 - 06/04/2024
UBS SECURITIES LLC (NEW YORK NY)
NJ
08/02/2018 - 06/04/2024
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/19/2015 - 07/27/2018
OPPENHEIMER & CO. INC. (NEW YORK NY)
BOTH
Issued 01/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/28/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Igor Gitstein is the right advisor for you? Invested Better is here to help.
