Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lara? Claim Your ProfileLara Philibosian is a financial advisor at UBS Financial Services Inc. Lara has over 6 years of experience in the financial services industry. Lara holds the Series 66, Series 7, and SIE licenses. Lara is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New Jersey. Lara has also worked for E*TRADE Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
04/06/2023 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NJ
07/25/2022 - 03/24/2023
PURSHE KAPLAN STERLING INVESTMENTS (Madison NJ)
NJ
12/14/2017 - 04/06/2022
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
08/30/2016 - 10/31/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTVALE NJ)
BOTH
Issued 12/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
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 Lara Philibosian is the right advisor for you? Invested Better is here to help.
