Meredith LongCRD Number: 6657366
Current Firm: Ubs Financial Services Inc.
Meredith Long (CRD# 6657366) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 4 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Ubs Financial Services Inc.||Chicago, IL||Feb 2018 - Current||3|
|U.s. Bancorp Investments, Inc.||Chicago, IL||Sep 2016 - Feb 2018||1|
|Kaplan International English||Chicago, IL||Aug 2016 - Aug 2016||< 1|
|Waddell & Reed Investments||Portland, OR||May 2016 - Jul 2016||< 1|
|Portland State||Portland, OR||Aug 2015 - May 2016||< 1|
|Kaplan International||Chicago, IL||Sep 2013 - Jul 2015||1|
|Gifs||Sacheon,||Jan 2013 - Aug 2013||< 1|
|Ils English||Korea,||Jul 2012 - Dec 2012||< 1|
|Ods||Portland, OR||May 2011 - Aug 2012||1|
|Bee Cleaners||Portland, OR||Oct 2009 - Jul 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2017|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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