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Marilyn Foglia

UBS Asset Management (us) Inc.

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About Marilyn Foglia

Marilyn Foglia is a registered representative with UBS Asset Management (us) Inc. Marilyn has been in the securities industry since 2001. Marilyn is licensed in Illinois, New York, and Puerto Rico.

Firm Information

Marilyn Foglia 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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Marilyn Foglia’s Registration & Firm History

NY

11/09/2001 - Present

UBS Asset Management (us) Inc. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/14/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2015

Series 3 - National Commodity Futures Examination

BC

Issued 11/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marilyn Foglia.
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