Unclaimed
Jennifer Williamson is a financial advisor with UBS Securities LLC in New York, NY. Jennifer is a registered representative with Series 6, SIE, and Series 63 licenses. Jennifer has been in the industry since 2008 and has previously worked at CREDIT SUISSE SECURITIES (USA) LLC and FIDELITY BROKERAGE SERVICES LLC. Jennifer is licensed in North Carolina.
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.
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.
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2
NY
03/20/2024 - Present
UBS Securities LLC (NEW YORK NY)
NC
09/11/2008 - 02/26/2024
CREDIT SUISSE SECURITIES (USA) LLC (RESEARCH TRIANGLE PARK NC)
NC
01/01/2008 - 01/31/2008
FIDELITY BROKERAGE SERVICES LLC (CARY NC)
NC
06/25/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CARY NC)
BC
Issued 09/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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