Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irving? Claim Your ProfileIrving Silver is a financial advisor at UBS Financial Services Inc., based in PALM BEACH GARDENS, FL. Irving has over 40 years of experience in the financial services industry. Irving is registered with FINRA and holds the Series 3, 5, 7, 8, 9, 10, 15, 63, and 65 licenses. In addition, Irving has earned the SIE designation. Irving has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.. Irving provides financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors services to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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
11/05/2010 - Present
UBS Financial Services Inc. (PALM BEACH GARDENS FL)
FL
09/26/1978 - 11/09/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
NA
02/02/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 12/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1985
Series 3 - National Commodity Futures Examination
BC
Issued 06/11/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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