Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irma? Claim Your ProfileIrma Bedoya is a financial advisor at UBS Financial Services Inc. Irma has been in the financial services industry since 2002 and has a strong track record of providing personalized financial advice to individuals and families. Irma is a registered representative with both FINRA and the state of California. She holds Series 7, Series 10, Series 24, Series 63 and Series 66 licenses and has a strong understanding of investment strategies and products. Before joining UBS Financial Services Inc., Irma was a financial advisor at UBS International Inc. and BANC OF AMERICA INVESTMENT SERVICES, INC. Irma is dedicated to helping clients reach their financial goals.
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
CA
01/19/2010 - Present
UBS Financial Services Inc. (SAN DIEGO CA)
CA
06/01/2009 - 01/01/2010
UBS INTERNATIONAL INC. (BEVERLY HILLS CA)
CA
04/24/2001 - 12/07/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 12/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
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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