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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leif? Claim Your ProfileLeif Christian Fry is a financial advisor at UBS Financial Services Inc., with over 20 years of experience in the industry. Leif has a wide range of experience, having previously worked for Morgan Stanley, Citigroup Global Markets Inc., and Comerica Securities. Leif has a strong track record of success in helping clients achieve their financial goals. Leif holds a Series 7, Series 6, Series 63, and Series 66 license. Leif specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Leif also offers a range of other services, including educational seminars, publication of periodicals, and selection of other advisors.
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
MI
02/27/2015 - Present
UBS Financial Services Inc. (PLYMOUTH MI)
MI
06/01/2009 - 03/11/2015
MORGAN STANLEY (ANN ARBOR MI)
MI
12/01/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ANN ARBOR MI)
MI
05/14/1998 - 12/06/2006
COMERICA SECURITIES (ANN ARBOR MI)
BOTH
Issued 10/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1998
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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