Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Llanos is an investment professional with over 5 years of experience in the financial services industry. Andres is currently registered with UBS Financial Services Inc. Andres has a broad range of experience in various sectors, including banking, technology, and financial services. Andres is dedicated to providing personalized financial advice and investment solutions tailored to the individual needs of clients. Andres specializes in financial planning, portfolio management, and pension consulting. Andres also provides educational seminars for clients on a variety of financial topics. Prior to joining UBS Financial Services Inc., Andres worked at Morgan Stanley and Merrill Lynch. Andres holds multiple professional licenses and designations, including the Series 7, Series 63, and Series 65.
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
NY
11/10/2023 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
11/17/2022 - 11/21/2023
MORGAN STANLEY (New York NY)
NY
02/05/2022 - 11/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2020
SIE - Securities Industry Essentials 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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