Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Meilamed is a financial advisor with UBS Financial Services Inc., based in Melville, NY. Michele has been in the financial industry since 1994 and has a broad range of experience. Michele has a strong track record of helping clients achieve their financial goals. Michele is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 6, Series 63, and Series 65 licenses. Michele is also a licensed investment advisor in the state of New York.
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
09/17/2020 - Present
UBS Financial Services Inc. (MELVILLE NY)
NY
12/07/2012 - 09/18/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
06/01/2009 - 12/19/2012
MORGAN STANLEY (MELVILLE NY)
NY
01/25/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
03/16/2001 - 02/04/2008
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
03/17/1998 - 03/22/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/16/1994 - 12/31/1997
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 04/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1994
Series 6 - Investment Company Products/Variable Contracts 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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