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Univest Securities

WikiFX | 2025-07-28 18:06

Abstract:Univest Securities is a boutique investment bank and securities broker-dealer based in New York. The firm offers a range of financial services, including investment banking, capital markets advisory, and brokerage services. It primarily caters to small- and mid-cap companies and provides services such as mergers and acquisitions advisory, private placements, and public offerings.

Univest Securities Review Summary
Founded2004
Registered Country/RegionUnited States
RegulationNot Regulated
Customer SupportPhone: 1 (212) 343-8888
Email: customerservice@univest.us
Social Media: LinkedIn
Company Address: 75 Rockefeller Plaza, 18C, New York, NY 10019

Univest Securities Information

Univest Securitiesis a boutique investment bank and securities broker-dealer based in New York. The firm offers a range of financial services, including investment banking, capital markets advisory, and brokerage services. It primarily caters to small- and mid-cap companies and provides services such as mergers and acquisitions advisory, private placements, and public offerings.

Univest Securities' homepage

Pros and Cons

ProsCons
NoneUnregulated status
Lack of transparency

Is Univest Securities Legit?

Univest Securities has not been regulated by any notable authorities. You should be aware of the risks involved in trading on this platform.

No license

Services

Univest Securities mainly provides services in:

  • Investment Banking
  • Capital Markets Advisory
  • Sales & Trading
  • Wealth Management

Account Type

Univest Securities offers Individual Accounts and Institutional Accounts.

BrokerDealer

Related broker

Not Regulated
Univest Securities
Company name:Univest Securities
Score
1.49
2-5 years | Questionable Regulatory License | Suspicious Operational Region | High Potential Risk
Score
1.49

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