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Shari Fran Eidlitz

Ubs Financial Services Inc.

Melville, 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 2021-10-26
  • NY RA
    APPROVED
    Since 2021-10-26

Branch Locations

58 South Service Road Suite 310, Melville, NY 11747 • 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 New York NY 05/2008 Present
  • 05/2008 → Present
    Ubs Financial Services
    New York, NY
Previous Registrations
  • 2007-04-02 → 2008-05-05
    Morgan Stanley & Co. Llc
    Garden City, NY
  • 2006-05-26 → 2007-04-02
    Morgan Stanley Dw Inc.
    Melville, NY
    Garden City, NY
    Melville, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-25
S63 Uniform Securities Agent State Law Examination 1990-12-04
  • S65 Uniform Investment Adviser Law Examination
    2005-03-25
  • S63 Uniform Securities Agent State Law Examination
    1990-12-04
Other Names
  • Shari Eidlitz
  • Shari Brunwasser
  • Shari Fran Brunwasser

View on SEC IAPD

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