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Leesa Dawn Merrill

UBS Asset Management (us) Inc.

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About Leesa Dawn Merrill

Leesa Merrill is a financial advisor currently registered with UBS Asset Management (us) Inc.. Leesa has been in the industry since May 2004. Leesa has successfully completed the SIE, Series 7 and Series 3 exams.

Firm Information

Leesa Merrill is currently registered with UBS Asset Management (us) Inc.. UBS Asset Management (us) Inc. is a corporation formed in May 1977 and is approved in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 1 approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

37

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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Leesa Merrill’s Registration & Firm History

IL

05/21/2004 - Present

UBS Asset Management (us) Inc. (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/14/2002

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leesa Dawn Merrill.
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