Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelsey? Claim Your ProfileShelsey Megan Robertson is a financial advisor at UBS Financial Services Inc. She is registered with FINRA as a Registered Representative, and holds Series 66, Series 7 and SIE licenses. Shelsey Megan Robertson has been in the industry since September 27, 2014, and has experience working at Lucia Securities, LLC. Shelsey Megan Robertson works in the SAN DIEGO office of UBS Financial Services Inc. She is a licensed advisor in Arizona, California, Nevada and Washington. Shelsey Megan Robertson provides services to individuals, high-net-worth individuals, corporations, other businesses, charitable organizations, state or municipal government entities, pension and profit-sharing plans, insurance companies, and pooled investment vehicles.
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
CA
08/16/2022 - Present
UBS Financial Services Inc. (SAN DIEGO CA)
CA
09/08/2014 - 04/22/2016
LUCIA SECURITIES, LLC (SAN DIEGO CA)
BOTH
Issued 08/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
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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