Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle b.? Claim Your ProfileMichelle B. Perr is a financial advisor at UBS Financial Services Inc., with over 30 years of experience in the financial industry. Michelle has a strong track record of providing comprehensive financial advice and investment management services to individuals, families, and businesses. She is committed to helping clients achieve their financial goals, whether it's saving for retirement, planning for college, or managing investments. Michelle's expertise includes financial planning, investment management, and retirement planning. She holds Series 3, 7, 63, and 65 licenses, as well as the SIE. Michelle is also registered in several states, including New York, Texas, California, and Florida. Prior to joining UBS Financial Services Inc., Michelle worked for CIBC World Markets and Shearson Lehman Hutton Inc. Michelle is dedicated to providing personalized financial advice and tailored investment solutions that meet the unique needs of each client.
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
01/05/2006 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
09/08/1989 - 06/08/1999
CIBC WORLD MARKETS (NEW YORK NY)
NY
01/19/1988 - 09/23/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 08/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1988
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1988
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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