Pedro VillariCRD Number: 5051342
Current Firm: Ubs Financial Services Inc.
Pedro Villari (CRD# 5051342) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aventura, FL and has over 15 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
|Ubs Financial Services Inc.||Aventura, FL||Aug 2019 - Current||2|
|J.p. Morgan Securities LLC||Aventura, FL||Jul 2014 - Aug 2019||5|
|Wells Fargo Advisors, LLC||Miami, FL||Jul 2012 - Jul 2014||2|
|Essex National Securities LLC||Miami, FL||Feb 2010 - Jul 2012||2|
|Banco Popular||Miami, FL||Aug 2007 - Jul 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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