Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay P. Mechling is a financial advisor with UBS Financial Services Inc. Jay has been in the financial services industry since 1984 and has extensive experience working with individuals, families, and businesses. Jay is a Registered Representative and Investment Advisor Representative in the states of Colorado and Texas. Jay's primary office is located in Austin, Texas.
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
TX
12/19/2008 - Present
UBS Financial Services Inc. (AUSTIN TX)
TX
04/02/2007 - 12/02/2008
MORGAN STANLEY & CO. INCORPORATED (AUSTIN TX)
TX
08/23/1984 - 04/02/2007
MORGAN STANLEY DW INC. (AUSTIN TX)
NA
03/08/1984 - 07/02/1984
UNIVERSAL BROKERAGE, INC.
IA
Issued 07/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1984
Series 22 - Direct Participation Programs 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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