Unclaimed
Merritt Ames Shivitz is a registered representative with Artisan Partners Distributors LLC, with over 10 years of experience in the financial services industry. Merritt holds the Series 66, Series 7 and SIE licenses. Merritt has been associated with Artisan Partners Distributors LLC since April 2020, and was previously with UBS Securities LLC and UBS Financial Services Inc. Merritt is registered to offer securities in all 50 states.
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.
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.
1
2
NY
04/13/2020 - Present
Artisan Partners Distributors LLC (New York NY)
NY
10/22/2019 - 03/17/2020
UBS SECURITIES LLC (NEW YORK NY)
TX
06/26/2014 - 10/30/2019
UBS FINANCIAL SERVICES INC. (DALLAS TX)
BOTH
Issued 11/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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