Best Investors Account Sign in
Inactive

Yuval Ezer

Ubs Financial Services Inc.

Charlotte, NC

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-24
  • NC RA
    APPROVED
    Since 2026-07-24

Branch Locations

6100 Fairview Road 9Th Floor, Charlotte, NC 28211 • 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
Wealth Enhancement Group Boston MA 04/2021 02/2024
Wealth Enhancement Advisory Services Boston MA 04/2021 02/2024
North American Management Boston MA 01/2009 05/2021
Foster Victor Wealth Advisors, Llc Greenville SC 02/2024 02/2026
Wealth Enhancement Group Llc Charlotte NC 10/2022 02/2024
Acs Industries Lincoln RI 03/2023 12/2025
Ubs Financial Services, Inc Charlotte NC 05/2026 Present
  • 04/2021 → 02/2024
    Wealth Enhancement Group
    Boston, MA
  • 04/2021 → 02/2024
    Wealth Enhancement Advisory Services
    Boston, MA
  • 01/2009 → 05/2021
    North American Management
    Boston, MA
  • 02/2024 → 02/2026
    Foster Victor Wealth Advisors, Llc
    Greenville, SC
  • 10/2022 → 02/2024
    Wealth Enhancement Group Llc
    Charlotte, NC
  • 03/2023 → 12/2025
    Acs Industries
    Lincoln, RI
  • 05/2026 → Present
    Ubs Financial Services, Inc
    Charlotte , NC
Previous Registrations
Designations

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor