Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Scott Yagasits is a registered representative with UBS Financial Services Inc. Timothy has been in the financial services industry since December 18, 1997 and has experience in the securities industry. Timothy's office is located in Westfield, New Jersey. Prior to UBS Financial Services Inc., Timothy worked at Patterson Travis, Inc. Timothy has a Series 63, 65 and 7 securities licenses as well as a SIE license. Timothy is registered to provide investment advice in 28 states and is registered as an investment advisor representative in New Jersey and New York.
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
NJ
07/19/2023 - Present
UBS Financial Services Inc. (WESTFIELD NJ)
CO
08/15/1997 - 04/22/1998
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
IA
Issued 10/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1997
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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