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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Renegar is a financial advisor with over 20 years of experience in the industry. Michael currently works for UBS Financial Services Inc., and is registered in several states including New Jersey, Texas and Florida. Michael has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Michael has experience with estate planning, investment management, and retirement planning.
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
NJ
07/30/2019 - Present
UBS Financial Services Inc. (PRINCETON NJ)
NJ
06/01/2009 - 11/30/2015
MORGAN STANLEY (LAWRENCEVILLE NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAWRENCEVILLE NJ)
NJ
05/17/2002 - 04/02/2007
MORGAN STANLEY DW INC. (LAWRENCEVILLE NJ)
NY
06/02/2000 - 11/03/2000
C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)
NY
12/23/1998 - 12/14/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 07/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1998
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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