Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ingrid? Claim Your ProfileIngrid Janice Short is a registered representative with UBS Financial Services Inc. Ingrid has been in the industry since 1997. Ingrid holds Series 7, 63, and 66 securities licenses and is licensed to offer financial services in 11 states. Prior to working with UBS Financial Services Inc., Ingrid worked with Mercer Allied Company, L.P. in Atlanta, Georgia. Ingrid is a part of the UBS Financial Services Inc. team in Atlanta, Georgia. The UBS Financial Services Inc. office is located in Atlanta, Georgia. Ingrid is a financial advisor with experience in various areas, including portfolio management for individuals and businesses, pension consulting, and financial planning.
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
GA
12/06/2011 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
02/21/1995 - 06/12/2009
MERCER ALLIED COMPANY, L.P. (ATLANTA GA)
BOTH
Issued 11/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1995
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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