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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 Mcrae Dellinger is a financial advisor with UBS Financial Services Inc. Michael has been in the financial industry since 2003 and has a broad range of experience, serving a variety of clients. Michael is a registered investment advisor in Texas and has a Series 3, 7 and 66 licenses. Michael holds a number of licenses in other states as well. In addition to his advisory work with UBS Financial Services Inc., Michael also serves on a number of boards, including the Texas MSF Program Advisory Council, the McCombs MBA Alumni Board, and the Chancellor's Council Executive Committee at the University of Texas.
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
TX
01/14/2009 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
10/21/2003 - 01/20/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
BOTH
Issued 10/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/2003
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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