Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meryll? Claim Your ProfileMeryll Bangsil is a financial advisor with UBS Financial Services Inc. Meryll has been in the industry for over 20 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Meryll is a Certified Financial Planner and holds several securities licenses, including Series 7, 24, 53, and 66. Meryll has worked for several firms in the past, including J.P. Morgan Securities LLC, Chase Investment Services Corp., and Ameriprise Financial Services, Inc. Meryll is registered to provide investment advice in several states, including Florida, Texas, and Arkansas.
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
FL
04/13/2016 - Present
UBS Financial Services Inc. (BOCA RATON FL)
FL
10/01/2012 - 04/14/2016
J.P. MORGAN SECURITIES LLC (BOCA RATON FL)
FL
10/01/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BOCA RATON FL)
FL
12/11/2002 - 09/24/2009
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
MN
12/11/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2012
Series 4 - Registered Options Principal Examination
BC
Issued 07/27/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2002
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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