Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharese? Claim Your ProfileSharese Jennifer Wilson is an investment advisor representative with UBS Financial Services Inc. Sharese has over 10 years of experience in the industry. Sharese Wilson is registered in 53 states and the District of Columbia. Sharese also holds Series 3, 7, 9, 10, and 66 securities licenses. Prior to joining UBS Financial Services Inc., Sharese Wilson was employed by CREDIT SUISSE SECURITIES (USA) LLC.
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
06/13/2018 - Present
UBS Financial Services Inc. (Weehawken NJ)
NY
11/03/2016 - 07/03/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
01/14/2008 - 07/29/2016
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 12/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2008
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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