Kira FiorentinoCRD Number: 6180686
Current Firm: Ubs Financial Services Inc.
Kira Fiorentino (CRD# 6180686) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miami, FL and has over 3 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Ubs Financial Services Inc.||Miami, FL||May 2014 - Current||4|
|Gibraltar Private Bank And Trust||Miami, FL||Mar 2014 - Apr 2014||< 1|
|Raymond James Financial Services, Inc.||Miami, FL||Feb 2014 - Mar 2014||< 1|
|Provenance Wealth Advisors||Miami, FL||Nov 2012 - Mar 2014||1|
|Raymond James Financial Services, Inc.||Miami, FL||Dec 2013 - Feb 2014||< 1|
|Raymond James Financial Service, Inc.||Miami, FL||Aug 2013 - Nov 2013||< 1|
|Travel||Miami, FL||May 2012 - Nov 2012||< 1|
|University Of South Florida||Tampa, FL||Aug 2010 - May 2012||1|
|Hillsborough College||Tampa, FL||Aug 2008 - May 2010||1|
|Travel||New York, NY||Nov 2006 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management391,710MILLIONS
Total Number of Accounts885,967ACCOUNTS
Average Account Value$442,127
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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