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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Meyers is a financial advisor with UBS Financial Services Inc. Steven has over 30 years of experience in the financial services industry, specializing in providing investment advice and financial planning to individuals, families, and businesses. Prior to joining UBS Financial Services Inc., Steven worked at Citigroup Global Markets Inc. and Lehman Brothers Inc. Steven is registered with the state of New York and Texas, and is a Series 7, Series 63, and Series 65 licensed financial advisor. Steven is also a registered representative with FINRA. Steven is committed to providing his clients with personalized financial advice and strategies that help them achieve their financial goals.
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
NY
02/08/2010 - Present
UBS Financial Services Inc. (Purchase NY)
NY
07/31/1993 - 04/09/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
NY
02/02/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
09/27/1991 - 02/26/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 12/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1991
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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