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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Mardany is a financial advisor with UBS Financial Services Inc. with over 30 years of experience in the industry. Michelle has a deep understanding of the financial markets and is committed to providing her clients with personalized financial advice and guidance. Her previous experience with Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., CIBC World Markets Corp., Smith Barney Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated has equipped her with a broad range of knowledge and expertise. Michelle holds a Series 7 and Series 63 license and has earned the SIE designation. Michelle provides financial planning services to individuals and businesses and specializes in asset management and investment strategies.
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
MA
10/28/2016 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
06/01/2009 - 04/21/2016
MORGAN STANLEY (BOSTON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
04/02/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
NY
09/13/1996 - 04/12/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
07/31/1993 - 09/24/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
03/17/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/13/1984 - 02/24/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 04/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
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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