Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Pirska is a financial advisor at UBS Financial Services Inc. Julia has been in the industry since December 3, 2018 and holds Series 7, Series 66, and SIE licenses. Julia has been a registered representative at UBS Financial Services Inc. since January 2024 and previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from December 2018 to January 2024. Julia is registered to provide investment advice in 51 states and is also registered to provide investment advice in Connecticut, New York and Texas. Julia specializes in investments for individuals, businesses, high-net-worth individuals, corporations, charitable organizations, and pension plans.
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
NY
01/12/2024 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
12/04/2018 - 01/16/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2018
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
Not sure Julia Pirska is the right advisor for you? Invested Better is here to help.
