Unclaimed
Sima Goldenberg is a financial advisor in New York, NY. Sima Goldenberg is currently registered with UBS Asset Management (us) Inc. and has been in the industry since 2014. Previously, Sima Goldenberg was registered with CREDIT SUISSE SECURITIES (USA) LLC and FIRST INVESTORS CORPORATION.
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.
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.
1
2
NY
05/01/2024 - Present
UBS Asset Management (us) Inc. (New York NY)
NY
11/01/2016 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
08/29/2000 - 12/11/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 12/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sima Goldenberg is the right advisor for you? Invested Better is here to help.