Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Gregory MacEdo is a financial advisor with UBS Financial Services Inc. Lloyd has been in the financial services industry since 2006. Lloyd is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Lloyd has Series 7, Series 66 and SIE licenses and has passed the Uniform Investment Adviser Law Examination. Lloyd specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Lloyd has a background in finance and has worked with a variety of clients including high-net-worth individuals, corporations, and institutions.
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
FL
11/30/2015 - Present
UBS Financial Services Inc. (FT. LAUDERDALE FL)
FL
04/06/2010 - 08/16/2012
LPL FINANCIAL LLC (MIAMI BEACH FL)
FL
01/02/2008 - 03/11/2010
AMTRUST INVESTMENT SERVICES, INC. (MIAMI BEACH FL)
FL
07/07/2006 - 09/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MIAMI FL)
IA
Issued 07/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
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
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