Ivelisse Lapadula, financial advisor Coral Gables FL
98 score

Ivelisse Lapadula

CRD Number: 1868053
Current Firm: Ubs Financial Services Inc.

Ivelisse Lapadula (CRD# 1868053) is an Associate Vice President - Investment Advisor working at Wells Fargo Advisors, LLC. in Coral Gables, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Coral Gables, FL Feb 2015 - Current 1
Ubs Financial Services Inc. Coral Gables, FL Jan 2010 - Feb 2015 5
Painewebber Incorporated Coral Gables, FL Oct 1993 - Feb 2015 21
Ubs International Inc. New York, NY Jun 2002 - Jan 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S65 NASAA Investment Advisors Law Examination Aug 1998
S9 General Securities Sales Supervisor Examination Nov 2004
S10 General Securities Sales Supervisor Examination Jan 2005
S3 National Commodities Futures Examination Oct 2005
Contact Info for Ivelisse Lapadula
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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