Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Jankiewicz is an investment advisor representative at UBS Financial Services INC. Michael has been in the industry since February 19, 1986, and has a Series 63, 7, 8, 9, 10 and SIE licenses. Michael has a diverse set of certifications and licenses, including a Series 63 license for the Uniform Securities Agent State Law Examination and Series 7 for the General Securities Representative Examination, which show that Michael possesses a broad understanding of the financial markets. Michael is also registered as an investment advisor representative in 39 states. This shows that Michael has a strong track record of success in the industry. Michael has a wide range of experience in the financial services industry, including working at PaineWebber Incorporated, UBS Financial Services INC. and others. With his knowledge and experience, Michael is a valuable asset to UBS Financial Services INC. and their clients.
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
CA
03/05/2008 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
BC
Issued 5/1/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/19/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/1986
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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