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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 licenses and has been with UBS since 2018. His prior roles include positions at Deutsche Bank Securities Inc and DB Trust Company Americas, where he worked starting in 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a range of capital markets services and proprietary research to tailor investment strategies.
Eduardo E
Series 66
Miami, FL
UBS Financial Services
Eduardo Encinosa is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Merrill, Bank of America, and KForce. Outside of his advisory role, he serves as a committee member on the United Way of Miami Dade young leaders executive committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 according to clients’ goals and risk tolerance.
Jose C
Series 66
Miami, FL
UBS Financial Services
Jose Cacicedo is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 license and 19 years of industry experience. He has been with UBS and its related entities since 2009. Outside of his advisory role, he owns Cafe Consulting LLC, a consulting business based in Miami. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets activities and products.
Irene I
Series 63, Series 66
Miami, FL
UBS Financial Services
Irene Intriago is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley, The Vanguard Group, and Dillon Crown, among other firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and capital market insights.
Bruno L
Series 63, Series 65
Miami, FL
UBS Financial Services
Bruno Landscheck Guzzo is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at XP Investments US, XP Investimentos, Santander, and B3 - Brasil, Bolsa, Balcão. Outside of his advisory work, he operates a small LLC providing translation services to Brazilian firms in Miami. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.
Santiago C
Series 63, Series 65
Miami, FL
UBS Financial Services
Santiago Castellan is a financial advisor with UBS Financial Services in Miami, FL. He holds Series 63 and Series 65 licenses and has worked in the financial industry since 2022, including positions at Aon and UBS. He also spent three years at the University of Miami prior to his advisory roles. 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 to client goals. The firm operates across multiple capital markets functions, including trading, underwriting, and lending services.
Jose A
Series 66
Miami, FL
UBS Financial Services
Jose Acebedo is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS and its related entities since 2008. Outside of his advisory role, he is the owner of Valace Investments LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor strategies to client goals. The firm combines institutional trading capabilities with wealth management services and provides additional capital markets and custody services through its platform.
Alejandro W
Series 63, Series 66, Series 65
Miami, FL
UBS Financial Services
Alejandro Wabnik is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63, 65, and 66 licenses. He has 29 years of industry experience, including roles at UBS since 2013 and Wells Fargo Clearing from 2008 to 2010. Outside of his advisory work, he is associated with a private company, 277 Nomad LLC. 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, leveraging proprietary research and model-based asset allocations to tailor investment strategies.
Federico S
Series 63, Series 66
Miami, FL
UBS Financial Services
Federico Sanchez is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 licenses. Outside of his advisory work, Sanchez serves on the Board of Directors for The Kampong, a foundation focused on promoting tropical botany and community awareness in Miami. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based planning, portfolio management, and access to proprietary research and capital markets services.
Alvaro M
Series 66
Miami, FL
UBS Financial Services
Alvaro Mora Kopper is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2005. Outside of his advisory work, he is the executive director of two LLCs created to maintain personal assets—a boat and passive investments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, 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 client plans.
Arturo R
Series 66
Miami, FL
UBS Financial Services
Arturo Reyes is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has previously worked at EFG Capital International Corp and CitiGroup. Outside of his advisory role, he is the managing member of Ashir Enterprises LLC, providing capital for an e-commerce Amazon store without involvement in daily operations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor plans based on proprietary research and model-based asset allocations.
Helen H
Series 66
Miami, FL
UBS Financial Services
Helen Henriques Cito is a financial advisor at UBS Financial Services in Miami, FL, with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2017. Prior to joining UBS, she worked at Christian Dior for one year. 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 integrates institutional trading capabilities with wealth management services and supports advisory work with proprietary research and model-based asset allocations.
Juan Luis R
Series 63, Series 65, Series 66
Miami, FL
UBS Financial Services
Juan Luis Rivera is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Citibank N.A. and CITI International Financial Services LLC. Outside of his advisory role, Rivera owns Fine Selections, a food and beverage distribution business where he consults for the wine department, and serves as a consultant for TriPoint Marketing Group. He is also the president of the board of directors and executive director of Hope Community Church in Pembroke Pines, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor portfolio management and financial planning services. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory solutions.
Carlos P
Series 63, Series 65
Miami, FL
UBS Financial Services
Carlos Pita is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the boards of multiple commercial real estate investment entities and acts as a trustee and officer for various family estate planning trusts. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning and portfolio management. The firm leverages proprietary research and capital market models to create tailored investment plans and combines institutional trading capabilities with wealth management services.
Moises S
Series 66
Miami, FL
UBS Financial Services
Moises Segebre Tcherassi is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Grupo Kaia S.A.S. and Tecnoglass Inc., as well as a four-year period associated with Boston College and a long tenure at Colegio Karl C. Parrish. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management solutions.
Monica E
Series 66
Miami, FL
UBS Financial Services
Monica Echeverri is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 15 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she is a commissioned notary public. 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 delivers advisory work through a network of Financial Advisors who use proprietary research and model-based strategies tailored to client goals and risk tolerances.
Renato I
Series 66
Miami, FL
UBS Financial Services
Renato Izaguirre Roca is a financial advisor at UBS Financial Services with two years of industry experience and holds the Series 66 designation. His prior roles include positions at Insigneo Securities LLC and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm also provides institutional trading capabilities alongside wealth management services.
Daniel A
Series 63, Series 65
Miami, FL
UBS Financial Services
Daniel Asorey is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and JPMorgan Chase Bank NA. Outside of his advisory work, he is a silent partner in a food franchise business in Miami-Dade County, where he occasionally advises on payroll, inventory management, and bookkeeping. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and capital market insights.
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