Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Subeer? Claim Your ProfileSubeer Dev Manhas is an Investment Advisor Representative with UBS Financial Services Inc. in Bellevue, Washington. Subeer Manhas has been in the industry since October 3, 1993 and has a wide range of experience working with clients. Subeer Manhas is registered with FINRA and the Securities and Exchange Commission (SEC). Subeer Manhas offers a variety of services including financial planning, pension consulting, educational seminars, and portfolio management. Subeer Manhas has also previously worked at MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
WA
02/05/2009 - Present
UBS Financial Services Inc. (Bellevue WA)
WA
04/02/2007 - 02/09/2009
MORGAN STANLEY & CO. INCORPORATED (BELLEVUE WA)
WA
12/18/1998 - 04/02/2007
MORGAN STANLEY DW INC. (BELLEVUE WA)
NY
10/04/1993 - 12/21/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1993
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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