Marisol EspinosaCRD Number: 5217736
Current Firm: Ubs Financial Services Inc.
Marisol Espinosa (CRD# 5217736) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Coralgables, FL and has over 3 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Ubs Financial Services Inc.||Miami, FL||Sep 2019 - Current||3|
|Merrill Lynch||Miami, FL||Aug 2019 - Sep 2019||< 1|
|Unemployed||Miami, FL||Feb 2019 - Aug 2019||< 1|
|Ascendo Resources||Miami, FL||Oct 2017 - Feb 2019||1|
|Unemployed||Miami, FL||Jul 2017 - Oct 2017||< 1|
|Hsbc Private Bank International||Miami, FL||Aug 2013 - Jul 2017||3|
|Merrill Lynch||Miami, FL||Mar 2008 - Aug 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- 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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