Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Miara is a financial advisor with UBS Financial Services Inc. Jennifer has been in the financial services industry since January 2018 and holds the Series 6, 7, 63 and 65 licenses. Jennifer has experience in various financial services roles and is focused on providing financial advice to individuals, high-net-worth individuals, corporations, businesses, pension and profit sharing plans, charitable organizations and state or municipal government entities. She is committed to providing her clients with personalized financial advice and services to help them achieve their financial goals.
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
NJ
05/27/2022 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
05/15/2001 - 09/14/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 09/12/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2001
Series 6 - Investment Company Products/Variable Contracts 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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