Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A. Beyers is a registered representative with UBS Financial Services Inc., located in NEW YORK, NY. Michael has been in the securities industry since 2006. Prior to joining UBS, Michael worked at CREDIT SUISSE SECURITIES (USA) LLC, WACHOVIA SECURITIES, LLC and A. G. EDWARDS & SONS, INC. Michael specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and security ratings.
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
10/26/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
05/02/2008 - 12/08/2010
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
01/01/2008 - 05/07/2008
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
07/27/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NEW YORK NY)
BOTH
Issued 08/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
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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