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Jennifer M Williamson

UBS Securities LLC

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About Jennifer M Williamson

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.

Firm Information

Jennifer Williamson is currently registered with UBS Securities LLC. UBS Securities LLC is a Limited Liability Company formed on June 29, 1998. The firm is registered with the SEC and in all 50 states, as well as in Puerto Rico. UBS Securities LLC has been involved in 307 regulatory events, 5 civil events, and 3 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

507

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jennifer Williamson’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer M Williamson.
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