Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shay? Claim Your ProfileShay Donovan is a financial advisor registered with UBS Financial Services Inc. Shay is a Series 7TO and SIE licensed representative. Shay is also a licensed representative in Minnesota. Shay is registered with 10 other self-regulatory organizations (SROs) and has been active in the industry since 2024. Shay has previous experience with Brainlit North America, University of Wisconsin, Augustana University, First Weber Realty and US Golf Association. Shay's firm, UBS Financial Services Inc., has offices in Weehawken, New Jersey.
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
MN
11/25/2024 - Present
UBS Financial Services Inc. (Wayzata MN)
BC
Issued 08/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2024
SIE - Securities Industry Essentials 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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