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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adriana? Claim Your ProfileAdriana Martinez sarson is a financial advisor in Miami, Florida with over 13 years of experience in the industry. Adriana is currently registered with UBS Financial Services Inc. and has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, MBSC Securities Corporation, and UBS International Inc. Adriana specializes in providing financial planning, portfolio management, and securities trading services to individuals, businesses, and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
06/06/2023 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
07/14/2016 - 05/30/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
NY
06/07/2011 - 02/06/2013
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
04/30/2010 - 06/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
01/13/2006 - 04/30/2009
UBS INTERNATIONAL INC. (CORAL GABLES FL)
BOTH
Issued 02/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/18/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2006
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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