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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 Ralph Singer is an investment advisor representative with UBS Financial Services Inc. based in Troy, Michigan. Jeffrey Singer has been in the financial services industry for over 40 years, joining UBS Financial Services Inc. in February 2007. Before that, Jeffrey Singer was with McDonald Investments Inc. for 7 years. Jeffrey Singer holds a Series 65, 63, 7, 31 and SIE. Jeffrey Singer has been registered with the state of Michigan for investment advisory services since September 2010.
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
MI
09/16/2010 - Present
UBS Financial Services Inc. (TROY MI)
MI
03/17/2000 - 02/09/2007
MCDONALD INVESTMENTS INC. (BIRMINGHAM MI)
NY
09/15/1989 - 03/23/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/01/1981 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
10/05/1981 - 07/17/1984
MANLEY, BENNETT, MCDONALD & CO
IA
Issued 02/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1981
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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