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Gerard F
Series 63
Tucson, AZ
UBS Financial Services
Gerard Freeh is a financial advisor with UBS Financial Services in Tucson, AZ, holding a Series 63 designation and 33 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.
Jonathan M M
Series 63, Series 65
Tucson, AZ
UBS Financial Services
Jonathan M Mitchell is a financial advisor with UBS Financial Services in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, Jonathan volunteers as a private investigator and is a silent partner in a fast-casual restaurant serving Poke. He also serves as secretary and treasurer of a family foundation. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management offerings, including fiduciary financial planning and capital markets services.
Aaron R
Series 66
Tucson, AZ
UBS Financial Services
Aaron Rottenstein is a financial advisor at UBS Financial Services with 14 years of industry experience and holds a Series 66 designation. He has been with UBS since 2011. Outside of his advisory work, he serves on the Board of Directors for the Jewish Community Foundation of Southern Arizona and is the Treasurer of Social Venture Partners Tucson, a nonprofit organization. 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, leveraging proprietary research and model-based asset allocations to tailor client strategies.
Ruben V
Series 63, Series 66
Tucson, AZ
UBS Financial Services
Ruben Vildosola is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and TD Ameritrade. Prior to his financial services career, he held roles at the Mexican Consulate and the University of Arizona. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and research-driven investment strategies.
Ricci R
Series 66
Tucson, AZ
UBS Financial Services
Ricci Reyes is a financial advisor with UBS Financial Services in Tucson, AZ. He holds a Series 66 designation and has worked in the financial industry for nine years, primarily at UBS since 2017. Prior to joining UBS, he was employed at Allegis Group for one year. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.
John A
Series 63, Series 65
Tucson, AZ
UBS Financial Services
John Allanson is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with UBS since 1971. 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 offers proprietary research and capital markets solutions.
James R
Series 63, Series 65
Tucson, AZ
UBS Financial Services
James Ruboyianes is a financial advisor with UBS Financial Services in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with UBS since 1978. Outside of his advisory role, he manages a sole proprietorship involved in real estate rental activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.
Nicholas A
Series 66
Tucson, AZ
UBS Financial Services
Nicholas Abdy is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2011 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.
Jennifer O
Series 63, Series 66
Tucson, AZ
UBS Financial Services
Jennifer O'Sullivan is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 designations and has held roles at both UBS and Fidelity Investments throughout her career. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets services through its platform.
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