Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Undra? Claim Your ProfileUndra Jerome Johnson is a financial advisor with over 28 years of experience in the financial services industry. Undra has been registered with UBS Financial Services Inc. since July 2021. Previously, Undra worked at WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Undra specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Undra is licensed to provide investment advice in a number of states and holds a wide range of industry licenses and certifications.
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
PA
07/16/2021 - Present
UBS Financial Services Inc. (CANONSBURG PA)
PA
07/01/2003 - 07/19/2021
WELLS FARGO CLEARING SERVICES, LLC (CANONSBURG PA)
NY
05/19/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/25/1994 - 05/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
11/16/1993 - 05/10/1994
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 07/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 05/14/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1993
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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