Marcelo Fabian Ubal
Advisor at PNC Wealth Management — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
23 years
Location
Miami, FL
PNC Wealth Management
Enterprise
Marcelo Ubal is a financial advisor at PNC Wealth Management in Miami, FL, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Andbanc Brokerage LLC, Regions Bank, Cetera Investment Services, and Ocean Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio managed via approved model strategies that emphasize mutual funds and ETFs, with annual rebalancing and limited direct client interaction.
Based on PNC Wealth Management
0.85% annually
Account minimum: $5,000
Miami, FL
Miami FL
Advisors at this office
1
Florida
23 years of industry experience
PNC Investments LLC
2022 - Present • 4 years
Miami, FL
Andbanc Brokerage LLC
2021 - 2022 • 1 year
Miami, FL
Regions bank
2019 - 2021 • 2 years
Miami, FL
Cetera Investment Services Llc
2019 - 2021 • 2 years
St. Cloud, MN
Cetera
2019 - 2021 • 2 years
Miami, FL
Ocean Bank
2017 - 2019 • 2 years
Miami, FL
Ocean Financial Services, LLC
2017 - 2019 • 2 years
Miami, FL
Independent Financial Partners
2017 - 2017 • 1 year
Miami, FL
Atlantic Capital Advisors
2016 - 2017 • 1 year
Ft Lauderdale, FL
LPL Financial LLC
2016 - 2017 • 1 year
Fort Lauderdale, FL
HSBC SECURITIES (USA) Inc.
2012 - 2016 • 4 years
Miami, FL
Wells Fargo Clearing
2010 - 2012 • 2 years
Aventura, FL
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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