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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michaela? Claim Your ProfileMichaela Lavin O'Connell is a financial advisor with UBS Financial Services Inc. in Philadelphia, PA. Michaela has been in the financial services industry since September 2020. She holds the Series 7, Series 63, Series 66 and SIE securities licenses. Before joining UBS, Michaela worked as a financial advisor at Sanford C. Bernstein & Co., LLC and Vanguard Marketing Corporation. Michaela specializes in providing financial advice to individuals and businesses. She is dedicated to helping her clients achieve their financial goals.
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
PA
11/20/2023 - Present
UBS Financial Services Inc. (PHILADELPHIA PA)
PA
02/01/2022 - 11/14/2023
SANFORD C. BERNSTEIN & CO., LLC (PHILADELPHIA PA)
PA
09/11/2020 - 02/02/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 11/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2020
SIE - Securities Industry Essentials 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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