Elise W Wilson

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Ubs Financial Services Inc.
  Wilmington, NC

Previous Registrations

• 2011-03-10 → 2012-06-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, NC
• 2002-03-20 → 2002-10-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, NC

Exams

• S66 Uniform Combined State Law Examination
  2011-03-09
• S65 Uniform Investment Adviser Law Examination
  2000-05-05
• S63 Uniform Securities Agent State Law Examination
  1999-01-25

Designations

• Certified Financial Planner

Other Names

• Elise P Wilkins
• Elise Perryman Wilkins
• Elise Perryman Wilkins
• Elise W Wilkins