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Kelly Lynn Weyer

Ubs Financial Services Inc.

Syracuse, NY

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-10
NY RA APPROVED 2022-09-26
NC RA APPROVED 2022-09-26
PA RA APPROVED 2022-09-26
  • TX RA
    APPROVED_RES
    Since 2022-10-10
  • NY RA
    APPROVED
    Since 2022-09-26
  • NC RA
    APPROVED
    Since 2022-09-26
  • PA RA
    APPROVED
    Since 2022-09-26

Branch Locations

400 South Salina St Suite 402, Syracuse, NY 13202 • 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
Axa Advisors New York NY 03/2020 06/2020
Ameriprise Financial Services Orlando FL 09/2013 10/2019
Unemployed E. Syracuse NY 10/2019 03/2020
Equitable Advisors, Llc New York NY 03/2020 09/2022
Ubs Financial Services, Inc Syracuse NY 09/2022 Present
  • 03/2020 → 06/2020
    Axa Advisors
    New York, NY
  • 09/2013 → 10/2019
    Ameriprise Financial Services
    Orlando, FL
  • 10/2019 → 03/2020
    Unemployed
    E. Syracuse, NY
  • 03/2020 → 09/2022
    Equitable Advisors, Llc
    New York, NY
  • 09/2022 → Present
    Ubs Financial Services, Inc
    Syracuse, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-26
  • S66 Uniform Combined State Law Examination
    2020-06-26
Other Names
  • Kelly Lynn Weyer
  • Kelly Lynn Weyer
  • Kelly Lynn Drapikowski

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
STRATEGIC FINANCIAL SERVICES
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
JANNEY MONTGOMERY SCOTT LLC

Other Investors

Eric Petranchuk
CAROL ANNE DOYLE
PHILIP E DEAN
Lea Brigitte DiGiovanni
J DANIEL PLUFF
FRANK PRIOR ARKINSON
THEODORE FRANK BINDER
MARCIA T. IRVIN

Other Offices

RBC CAPITAL MARKETS, LLC · SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · SYRACUSE, NY
EAGLE STRATEGIES LLC · DEWITT, NY
EAGLE STRATEGIES LLC · DEWITT, NY
COMMONWEALTH FINANCIAL NETWORK · DeWitt, NY
CHARLES SCHWAB & CO., INC. · Dewitt, NY
STRATEGIC FINANCIAL SERVICES · Syracuse, NY
EAGLE STRATEGIES LLC · DEWITT, NY

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