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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Nemechek is a financial advisor at UBS Financial Services Inc. Jeffrey has been in the financial industry for over 36 years and has held various roles at several firms including Citigroup Global Markets Inc., Lehman Brothers Inc., and Boettcher & Company, Inc. Jeffrey is registered to provide investment advice in 49 states and is also a registered representative for UBS Financial Services Inc. Jeffrey specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Jeffrey's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Jeffrey's firm, UBS Financial Services Inc., is a large financial services firm with over $700 billion in assets under management.
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
CO
02/12/2004 - Present
UBS Financial Services Inc. (DENVER CO)
NY
07/31/1993 - 12/04/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/01/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/14/1987 - 02/14/1990
BOETTCHER & COMPANY, INC.
NA
06/18/1986 - 08/17/1987
B.C. CHRISTOPHER SECURITIES CO.
NA
03/19/1986 - 06/27/1986
WALL STREET WEST, INC.
IA
Issued 07/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1986
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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