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Marilyn Freedman

Ubs Financial Services Inc.

Jericho, NY

Weehawken, NJ

Weehawken, NJ

Weehawken, NJ

Great Neck, NY

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-22
NJ RA APPROVED 2005-01-05
  • NY RA
    APPROVED
    Since 2025-08-22
  • NJ RA
    APPROVED
    Since 2005-01-05

Branch Locations

One Jericho Plaza Suit 205, Jericho, NY 11753 • United States

1000 Harbor Blvd 3Rd Floor, Weehawken, NJ 07086 • United States

1200 Harbor Blvd., Weehawken, NJ 07086 • United States

Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States

Great Neck, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Weehawken NJ 10/2004 Present
  • 10/2004 → Present
    Ubs Financial Services
    Weehawken, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-21
S63 Uniform Securities Agent State Law Examination 1997-05-19
  • S65 Uniform Investment Adviser Law Examination
    2004-12-21
  • S63 Uniform Securities Agent State Law Examination
    1997-05-19
Other Names
  • Merilyn K Freedman
  • Marilyn Kagan Freedman

View on SEC IAPD

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Other Offices

FIRST LONG ISLAND INVESTORS, LLC · JERICHO, NY
LPL FINANCIAL LLC · JERICHO, NY
UBS FINANCIAL SERVICES INC. · Jericho, NY
RBC CAPITAL MARKETS, LLC · JERICHO, NY
UBS FINANCIAL SERVICES INC. · Jericho, NY
ERNST & YOUNG INVESTMENT ADVISERS LLP · Jericho, NY
ERNST & YOUNG INVESTMENT ADVISERS LLP · JERICHO, NY
SASSICAIA CAPITAL ADVISERS LLC · JERICHO, NY

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