Jeannette Cabrera, financial advisor Coral Gables FL

Jeannette Cabrera

CRD Number: 4048212
Current Firm: Ubs Financial Services Inc.

Jeannette Cabrera (CRD# 4048212) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Coral Gables, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Coral Gables, FL Dec 2015 - Current 8
Credit Suisse Securities (usa) LLC Miami, FL Jan 2015 - Dec 2015 < 1
N.l. Cargo, Inc. Miami, FL Apr 2013 - Dec 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Jeannette Cabrera
Phone Number: 201-352-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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