Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pallavi? Claim Your ProfilePallavi Jain is a registered representative with UBS Financial Services Inc., a firm with offices in Weehawken, New Jersey. Pallavi is licensed in New Jersey and holds the Series 66 license. Pallavi has experience with a number of different types of clients, including high-net-worth individuals, corporations, and charitable organizations. Pallavi offers a range of financial planning and investment advisory services, including portfolio management, financial planning, and pension consulting.
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
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2
NJ
12/09/2024 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
Active
Inactive
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