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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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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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 affiliated firms since 2003. Outside of finance, he is a partner at S&C Interiors LLC, an interior design business based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and manages portfolios through a broad platform that includes institutional trading and wealth management capabilities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Marcelo B

Series 66

Miami, FL

UBS Financial Services

Marcelo Biasutto is a financial advisor at UBS Financial Services with 22 years of industry experience. He has worked with UBS in various capacities since 2003, including a six-year period at UBS International Inc. Based in Miami, FL, he holds the Series 66 designation. 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 provides access to proprietary research and a range of capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Claudia B

Series 66

Miami, FL

UBS Financial Services

Claudia Bohringer Orantes is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at UBS AG and Credit Suisse AG, where she had a 12-year tenure. Outside of her advisory role, she is also a property owner with experience managing a residential apartment abroad. 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 services, utilizing proprietary research and model-based asset allocations to tailor advice to clients.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michele L

Series 66

Miami, FL

UBS Financial Services

Michele Litwinski is a Series 66-licensed financial advisor with UBS Financial Services in Miami, FL, and has 13 years of industry experience. She has worked at UBS since 2016. Outside of her advisory role, she serves on the board of a homeowners association and is involved in estate planning through ownership of an LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Christopher T

Series 66

Miami, FL

UBS Financial Services

Christopher Twombly is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Patricio S

Series 66

Miami, FL

UBS Financial Services

Patricio Salvidea Rodriguez is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Morgan Stanley for four years. He holds a Series 66 designation and is based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor financial plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Ronald K

Series 63, Series 65

Miami, FL

UBS Financial Services

Ronald Kaufler is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include tenures at Wells Fargo Clearing and Prudential Equity Group. Outside of advisory work, he manages a series of investment and holding companies related to real estate and industrial shares in Ecuador. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory services, leveraging proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and diversified portfolio management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Guillermina A

Series 66

Miami, FL

UBS Financial Services

Guillermina Alonso is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. Outside of her advisory role, she is involved in real estate through ownership and management of related LLCs. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans for clients.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Renato T

Series 63, Series 65

Miami, FL

UBS Financial Services

Renato Ticoulat is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Galapagos Advisory LLC and Julius Baer Family Office. Outside of advising, he has been a partner in Harmony Studio Miami, a furniture store, where he served as COO and handled business development before becoming a passive partner in 2023. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Manuel C

Series 66

Miami, FL

UBS Financial Services

Manuel Cornelio is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS and its affiliates since 2006. Outside of his advisory work, he is a partner in JC Event Design LLC, a business focused on weddings and event planning. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary research and model-based asset allocations to tailor plans that align with clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Elizabeth D

Series 63, Series 65

Miami, FL

UBS Financial Services

Elizabeth Doron is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Doron is based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and advisory services including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Rodrigo J

Series 63, Series 65

Miami, FL

UBS Financial Services

Rodrigo Jabali is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His previous roles include positions at Xp Advisors, Inc. and XP Securities, LLC. Outside of his advisory work, he is a partner and investor in a real estate development LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Karina V

Series 63, Series 66

Miami, FL

UBS Financial Services

Karina Vaz Ivkovic is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for 13 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Horacio A

Series 63, Series 66

Miami, FL

UBS Financial Services

Horacio Aguirre is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Aguirre is based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Gustavo C

Series 66

Miami, FL

UBS Financial Services

Gustavo Ciobataru is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before joining UBS. Gustavo holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions 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, including futures commission merchant activities and principal trading.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Esthefany A

Series 66, Series 63

Miami, FL

UBS Financial Services

Esthefany Acosta Espinal is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at major institutions including Citigroup and JPMorgan Chase before joining UBS. 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 plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and securities-backed lending programs.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Franco S

Series 63, Series 66

Miami, FL

UBS Financial Services

Franco Sciamarelli is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His previous roles include positions at Wells Fargo Clearing and a period of unemployment prior to joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings such as fee-based financial planning and portfolio management. The firm leverages proprietary research and model-based asset allocations delivered through a network of Financial Advisors and operates with institutional trading capabilities alongside wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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