Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lamar? Claim Your ProfileLamar Remy is a financial advisor with UBS Financial Services Inc., a leading global wealth manager. Lamar is experienced in providing financial advice and portfolio management services to individuals, families, and businesses. Lamar has extensive experience in the financial services industry and holds the Series 7, 66, and SIE licenses. Lamar has been registered with the Securities and Exchange Commission (SEC) since 2019. Prior to joining UBS Financial Services Inc., Lamar worked at Northern Trust Securities, Inc. and TD Ameritrade, Inc. Lamar has a strong understanding of investment strategies and can help clients 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
NY
10/13/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
IL
01/05/2021 - 10/04/2021
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
09/06/2019 - 04/02/2020
TD AMERITRADE, INC. (Chicago IL)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials 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 Lamar Remy is the right advisor for you? Invested Better is here to help.
