Unclaimed
Elvis Brito bueno is a financial advisor at UBS Financial Services Inc., and has been in the industry since August 2023. Elvis is registered as a Registered Representative and Investment Advisor Representative in New Jersey. Elvis has a Series 66, Series 7TO and SIE license. Elvis has been registered in all states and has over 50 years of experience in the industry. Elvis specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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
NJ
10/17/2023 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
BOTH
Issued 10/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2023
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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