Michael Pear (CRD# 7258893) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Paramus, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | New York, NY | Jun 2021 - Current | 2 |
| Ubs Financial Services Inc. | New York, NY | May 2020 - Jun 2021 | 1 |
| Fordham University - Gabelli School Of Business | New York, NY | Sep 2018 - May 2021 | 2 |
| Fiera Capital | New York, NY | Jun 2019 - May 2020 | < 1 |
| Express Scripts | Franklin Lakes, NJ | May 2018 - Aug 2018 | < 1 |
| Rutgers Business School | Newark, NJ | Sep 2017 - May 2018 | < 1 |
| Mack-cali Realty Corporation | Jersey City, NJ | Jun 2017 - Sep 2017 | < 1 |
| Ramapo High School | Franklin Lakes, NJ | Sep 2013 - Jun 2017 | 3 |
| Staple Design | New York, NY | Jul 2016 - Nov 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- NJ
- NY
-
Total Assets Under Management600,809MILLIONS
-
Total Number of Accounts1,077,471ACCOUNTS
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Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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