Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noam? Claim Your ProfileNoam Jacknis is an Investment Advisor Representative with UBS Financial Services Inc. in Weehawken, New Jersey. Noam has been in the securities industry since February 20, 2011. Noam has passed the Series 66, Series 7, and SIE exams. Noam has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Allied Securities, Inc..
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
NJ
02/24/2021 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
12/17/2015 - 01/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/31/2013 - 12/09/2015
FIRST ALLIED SECURITIES, INC. (GREAT NECK NY)
NY
08/15/2012 - 02/04/2013
NEXT FINANCIAL GROUP, INC. (GREAT NECK NY)
NY
01/07/2011 - 08/27/2012
AXA ADVISORS, LLC (MELVILLE NY)
BOTH
Issued 03/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2011
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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