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Jacques M
Series 63, Series 65
Miami, FL
UBS Financial Services
Jacques Mejer is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2010 and is also affiliated with UBS International Inc. since 2007. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans and manages a broad range of capital markets services.
Cecilia N
Series 66
Miami, FL
UBS Financial Services
Cecilia Neuhaus is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor financial plans according to clients' goals and risk tolerances.
Jessica D
Series 66
Miami, FL
UBS Financial Services
Jessica Dos Santos is a Series 66-licensed financial advisor at UBS Financial Services with one year of industry experience. She previously worked at XP Inc for five years, Itau Unibanco for three years, and Mapfre for one year. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.
Carlos C
Series 66
Miami, FL
UBS Financial Services
Carlos Canela is a financial advisor at UBS Financial Services with six years of industry experience, including roles at UBS Switzerland AG and UBS Financial Services. He holds the Series 66 designation and is based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management.
Marcelo P
Series 66
Miami, FL
UBS Financial Services
Marcelo Pittaluga Chiarino is a financial advisor with UBS Financial Services holding a Series 66 designation and 26 years of industry experience. He has worked at UBS Financial Services since 2016. UBS Financial Services Inc. 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 provides a broad range of capital markets and research resources.
Carlos V
Series 66
Miami, FL
UBS Financial Services
Carlos Valverde Duran is a financial advisor at UBS Financial Services with four years of industry experience. He has been with UBS since 2021 and previously worked at Santander International from 2008 to 2021. He holds the Series 66 designation. 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 and offers proprietary research and a range of capital markets services.
Alessandro A
Series 65, Series 63
Miami, FL
UBS Financial Services
Alessandro Annese is a financial advisor at UBS Financial Services with Series 65 and Series 63 licenses. He has diverse experience across several industries, including private banking at Citi Private Bank and roles at Audax Group, Ralph Lauren, and State Street. Based in Miami, FL, he is relatively new to the financial advisory profession. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers proprietary research and planning tools to tailor investment strategies to clients’ goals and risk tolerances.
Margaret C
Series 63, Series 65
Miami, FL
UBS Financial Services
Margaret Carey is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside her advisory work, she is an investor in a baby clothing business, Hatfield Imports. UBS Financial Services 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 a broad range of capital markets and research resources.
Luis F
Series 66
Miami, FL
UBS Financial Services
Luis Frascolla is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2010 and holds the Series 66 designation. Outside of his advisory role, he is involved in real estate through ownership of multiple LLCs. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.
Francisco L
Series 66
Miami, FL
UBS Financial Services
Francisco Larenas is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009, including work with UBS International. He serves as Director of the Southern Atlantic Subchapter for the IESE Alumni Association. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering portfolio management, financial planning, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a broad platform that includes custody, underwriting, and capital markets services.
Brad R
Series 63, Series 65
Miami, FL
UBS Financial Services
Brad Rosenberg is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, Rosenberg serves as a healthcare power of attorney for a client, assisting with medical decision-making responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates across multiple financial services areas, including wealth management, institutional trading, and capital markets activities.
Maria L
Series 66
Miami, FL
UBS Financial Services
Maria Lopez is a Series 66-licensed financial advisor with UBS Financial Services in Miami, FL, and has two years of industry experience. Her background includes roles at FIU, Coma Miami LLC, Macy's Inc., Broward College, and Albizio University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment solutions.
Igal Y
Series 63
Miami, FL
UBS Financial Services
Igal Yacher is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 63 license and bringing 27 years of industry experience. He has been with UBS Financial Services since 2010 and also has a role with UBS International Inc. Outside of his advisory work, he owns a sole proprietorship involved in passive real estate investment in undeveloped land in Chile. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets, research, and banking solutions.
Olivia M
Series 66
Miami, FL
UBS Financial Services
Olivia Marchese is a financial advisor at UBS Financial Services with three years of industry experience and holds a Series 66 designation. She has worked at UBS Financial Services since 2022 and has prior experience with Bluebox Corporate Finance and Villanova University. 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 integrates institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.
Gabrielle O
Series 63, Series 65
Miami, FL
UBS Financial Services
Gabrielle Oleary is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at JPMorgan Investment Management Inc. from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services supported by proprietary research and analytics.
Marion B
Series 66
Miami, FL
UBS Financial Services
Marion Bleck is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 23 years of industry experience. She has been with UBS since 2005, working across UBS Financial Services, UBS International Inc., and UBS AG. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.
Doris N
CFP®, Series 66
Miami, FL
UBS Financial Services
Doris Neyra is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at UBS Financial Services since 2021. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She is also involved in agriculture and livestock through leasing her horse. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to deliver customized financial planning and portfolio management.
Eduardo D
Series 66
Miami, FL
UBS Financial Services
Eduardo De Lara Martin is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at UBS Financial Services, First Bank Miami, and The Empanada's Group LLC. He has also been involved in education, teaching at Miami Dade College since 2018 and previously at Immaculata La Salle High School. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.
Andrea L
Series 66
Miami, FL
UBS Financial Services
Andrea Lozano is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and six years of industry experience. Prior to joining UBS in 2020, she worked at Hays Talent Solutions, DAS Everywhere LLC, Grand Beach Hospitality Group, and Florida International University. She is also involved in short-term rental property management through Airbnb. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations to tailor client plans.
Carsten W
Series 66, Series 63
Miami, FL
UBS Financial Services
Carsten Wellemsen is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes positions at Deutsche Bank Securities Inc and Db Trust Company Americas. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.
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