Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Mary Bree is a registered representative with UBS Financial Services Inc. Margaret Mary Bree is licensed in 29 states and the District of Columbia, providing both investment advisory and brokerage services. Margaret Mary Bree has been in the financial services industry since September 25, 2018, previously working with Sanford C. Bernstein & Co., LLC. Margaret Mary Bree is registered with FINRA and holds the Series 7, Series 66 and SIE licenses. Margaret Mary Bree is a licensed Investment Advisor Representative in the District of Columbia and Pennsylvania. Margaret Mary Bree works in both the Boston and Philadelphia branch offices of UBS Financial Services Inc.
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
MA
12/19/2023 - Present
UBS Financial Services Inc. (BOSTON MA)
DC
09/26/2018 - 07/22/2021
SANFORD C. BERNSTEIN & CO., LLC (WASHINGTON DC)
BOTH
Issued 04/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
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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