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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 Michael Brunner is a financial advisor with over 40 years of experience in the industry. Jeffrey is currently registered with UBS Financial Services Inc., based in Beverly Hills, CA. He specializes in providing financial planning, investment management, and other advisory services to a wide range of clients. Jeffrey's expertise includes serving corporations and other businesses, high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. He is also registered as a Registered Representative and Investment Adviser Representative in California. Prior to joining UBS, Jeffrey worked at BANC of America Investment Services, Inc., BA Investment Services, Inc., and Lehman Brothers Inc.
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
09/09/2005 - Present
UBS Financial Services Inc. (BEVERLY HILLS CA)
MA
07/12/1999 - 09/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
03/24/1993 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
09/23/1982 - 11/20/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2005
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/1982
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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