Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margery? Claim Your ProfileMargery Fong Eckerly is a financial advisor with UBS Financial Services Inc. located in San Francisco, California. Margery has been a registered representative since 1997 and has experience in the financial services industry since 1997. Prior to joining UBS Financial Services Inc., Margery worked at Robertson Stephens, Inc., BancAmerica Robertson Stephens, NationsBanc Montgomery Securities LLC, and Hambrecht & Quist LLC. Margery has a wide range of experience in the financial services industry and is committed to providing her clients with personalized financial advice.
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
CA
06/13/2001 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
CA
09/01/1998 - 05/25/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
08/06/1998 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
NY
01/01/1998 - 07/01/1998
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
05/15/1997 - 12/08/1997
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
BOTH
Issued 05/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2002
Series 3 - National Commodity Futures Examination
BC
Issued 05/05/1997
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
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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