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Manuel P
Series 66
Miami, FL
UBS Financial Services
Manuel Pinto is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS Financial Services since 2010 and has a broader tenure at UBS International dating to 2004. Outside of advisory work, Pinto is involved in agricultural and livestock enterprises, serving as general manager and financial strategist for multiple family-owned farming ventures. He also acts as president of a local tourism promotion committee in South Miami-Dade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.
Leon C
Series 63, Series 66
Miami, FL
UBS Financial Services
Leon Ciobataru is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining UBS in 2025, he spent 13 years at Morgan Stanley Smith Barney LLC and an additional 10 years at Morgan Stanley Private Bank, N.A. He is also involved in commercial real estate property rental in São Paulo, Brazil. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and a broad platform that includes fee-based financial planning and discretionary portfolio management.
Norberto Q
Series 66, Series 65
Miami, FL
UBS Financial Services
Norberto Quirno Costa is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2013. He served on the board of a cultural and educational foundation based in Montevideo from 2014 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of services including custody, underwriting, and capital markets support.
Vivian Peters C
Series 66
Miami, FL
UBS Financial Services
Vivian Peters Carvalho Mercuri is a financial advisor at UBS Financial Services in Miami, FL, with 13 years of industry experience. She has been with UBS since 2015 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary research and institutional trading capabilities alongside wealth management services.
Jose Maria D
Series 66
Miami, FL
UBS Financial Services
Jose Maria De Teran is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for several years. He holds a Series 66 designation and is based in Miami, FL. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes custody, underwriting, market-making, and affiliated banking programs.
Marina D
Series 63, Series 66
Miami, FL
UBS Financial Services
Marina Da Silva Castro is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 designations and 13 years of industry experience. Her career includes roles at JP Morgan Securities LLC and Banco Santander prior to joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering portfolio management, fee-based financial planning, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor solutions to client goals and risk tolerances.
Ary Carol V
Series 66
Miami, FL
UBS Financial Services
Ary Carol Velasco Jr is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 19 years of industry experience. Prior to joining UBS in 2024, he worked for 12 years at CITI Private Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.
Simon T
Series 66
Miami, FL
UBS Financial Services
Simon Thomas is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 18 years of industry experience. He has been with UBS Financial Services since 2010 and has also been affiliated with UBS International Inc. and UBS AG since 2006. Outside of his advisory role, he is the proprietor of a secondary home in Sonoma, California. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers custody, underwriting, and other capital markets services.
Maria S
Series 66
Miami, FL
UBS Financial Services
Maria Sousa is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds a Series 66 designation and has worked previously at Painewebber Incorporated and UBS International Inc. Outside of her advisory role, she paints as a hobby and occasionally sells her artwork. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based allocations to tailor client solutions.
Max S
Series 66
Miami, FL
UBS Financial Services
Max Sabert is a Series 66 licensed financial advisor with UBS Financial Services in Miami, FL, where he has worked since 2011, totaling 15 years of industry experience. He serves as President of Friends of William and Mary Men's Gymnastics, a charitable organization. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and proprietary research.
Julio P
Series 66
Miami, FL
UBS Financial Services
Julio Perez Krause is a Series 66 licensed financial advisor with UBS Financial Services in Miami, FL, with 10 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides access to proprietary research and capital markets services.
Santiago V
Series 63, Series 66
Miami, FL
UBS Financial Services
Santiago Velez is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.
Jesse R
Series 66
Miami, FL
UBS Financial Services
Jesse Robinson is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior experience working at UBS Switzerland AG from 2014 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.
Ricardo G
Series 63, Series 65
Miami, FL
UBS Financial Services
Ricardo Gonzalez Jr. is a financial advisor at UBS Financial Services with 39 years of industry experience. He has held his current position since 2010 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment plans to clients’ goals and risk tolerances.
Cristina A
Series 66
Miami, FL
UBS Financial Services
Cristina Arias is a financial advisor at UBS Financial Services with six years of industry experience. She has been with UBS since 2018 and previously worked at The Little Lighthouse Foundation and Best Roofing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.
Haydee C
Series 66
Miami, FL
UBS Financial Services
Haydee Chachamovits is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent nine years at Safra Securities LLC. Based in Miami, FL, she provides advisory services through UBS’s platform. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor solutions to client goals.
Erika H
Series 66
Miami, FL
UBS Financial Services
Erika Hernandez is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 14 years of industry experience. She previously worked at Morgan Stanley and Citigroup. Outside of finance, she is a partner in In Style Luxury Goods LLC, a retail and online store based in Coral Gables, Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.
Alberto C
Series 66
Miami, FL
UBS Financial Services
Alberto Cohen is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with UBS and its related entities since 2003. Outside of his advisory role, he is a partner in an interior design business, S&C Interiors LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of products and capital markets services.
Vinicius D
Series 63, Series 66
Miami, FL
UBS Financial Services
Vinicius Dos Santos is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group. Outside of his advisory career, he has been involved in soccer-related organizations and sports clubs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.
Juan I
Series 63, Series 66
Miami, FL
UBS Financial Services
Juan Iglesias is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Nan Mckay & Associates and Banfield Enterprises LLC. He holds an active real estate license, although he is not currently engaged in real estate activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to provide tailored financial solutions.
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