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Jose S
Series 66
Old Greenwich, CT
UBS Financial Services
Jose Sanchez Kinghorn is a financial advisor at UBS Financial Services with 21 years of industry experience and a Series 66 designation. He has been with UBS since 2013. Outside of his advisory work, he serves on the fundraising board for the foundation at Hostos Community College in New York. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.
Jacqueline H
Series 65, Series 66
Old Greenwich, CT
UBS Financial Services
Jacqueline Henao is a financial advisor with UBS Financial Services in Old Greenwich, CT, holding Series 65 and Series 66 credentials and 23 years of industry experience. Her career includes multiple tenures at UBS Financial Services, interrupted briefly by a role at Citigroup in 2017. UBS Financial Services Inc. provides a broad range of brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management and offers additional services such as custody, underwriting, and securities-backed lending.
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