Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shakil? Claim Your ProfileShakil Bejori is a financial advisor with UBS Financial Services Inc., a firm headquartered in Weehawken, New Jersey, with more than $50 billion in assets under management. Shakil has been in the financial industry since October 2005.
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
02/09/2023 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
10/01/2012 - 01/27/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/25/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
12/08/2005 - 01/18/2007
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
GA
08/17/2005 - 12/12/2005
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
FL
01/27/2004 - 03/26/2004
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
01/07/2004 - 01/29/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
08/22/2003 - 12/11/2003
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BC
Issued 01/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
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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