Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tunde? Claim Your ProfileTunde Nagy is a financial advisor with UBS Financial Services Inc. working out of their Paramus, NJ office. Tunde has been in the industry since 2013, and holds licenses in NJ and FL. Tunde also holds licenses to provide investment advisory services in NJ and FL. Tunde works with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Tunde has a wide range of experience in the financial services industry, having previously worked at Oppenheimer & Co. Inc., Cetera Advisor Networks LLC, Wells Fargo Clearing Services, LLC and Morgan Stanley.
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
04/16/2020 - Present
UBS Financial Services Inc. (PARAMUS NJ)
NJ
12/10/2018 - 04/17/2020
OPPENHEIMER & CO. INC. (SADDLE BROOK NJ)
NJ
10/30/2018 - 12/10/2018
CETERA ADVISOR NETWORKS LLC (FRANKLIN LAKES NJ)
NJ
04/12/2017 - 06/05/2018
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
NJ
11/21/2012 - 04/17/2017
MORGAN STANLEY (MARLTON NJ)
BOTH
Issued 07/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
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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