Michael MeyerCRD Number: 3092473
Current Firm: Ubs Financial Services Inc.
Michael Meyer (CRD# 3092473) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Salt Lake City, UT and has over 18 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Ubs Financial Services Inc.||Salt Lake City, UT||Apr 2009 - Current||8|
|Citigroup Global Markets Inc.||Ogden, UT||Jun 1996 - Apr 2009||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV