Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meric? Claim Your ProfileMeric Nandra is a financial advisor with UBS Financial Services Inc. Meric is registered with the state of New York and New Jersey. Meric has 9 years of experience in the financial industry and works with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Meric specializes in providing financial planning, portfolio management, and securities ratings to clients. Meric previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NY
04/19/2022 - Present
UBS Financial Services Inc. (NEW YORK NY)
NJ
09/16/2013 - 04/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 04/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/30/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
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
Not sure Meric Nandra is the right advisor for you? Invested Better is here to help.
