Unclaimed
Jacqueline Mariah Huvane is a financial advisor at UBS Financial Services Inc. Jacqueline has been in the industry since 2020 and is registered with FINRA as a Registered Representative and with the states of New Jersey and New York as an Investment Advisor Representative. Jacqueline is also registered to conduct business in a number of other states as a Registered Representative, including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maine, Maryland, Massachusetts, Missouri, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington.
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
NY
02/04/2022 - Present
UBS Financial Services Inc. (NEW YORK NY)
BOTH
Issued 11/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2020
SIE - Securities Industry Essentials 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
Not sure Jacqueline Huvane is the right advisor for you? Invested Better is here to help.