Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Milton Massaro is a financial advisor registered with UBS Financial Services Inc. Fernando has been in the financial services industry since October 2003. Fernando has been registered with UBS Financial Services Inc. since April 2024. Before that, Fernando worked at Morgan Stanley Private Bank, N.A. from July 2016 to April 2024, and Credit Suisse Securities (USA) LLC from March 2012 to April 2016. Fernando holds the Series 63, Series 65, Series 7 and SIE licenses. Fernando has a strong track record of providing financial advice to individuals, corporations, and other institutions. Fernando is dedicated to helping clients achieve their financial goals.
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
04/15/2024 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
03/30/2016 - 05/03/2024
MORGAN STANLEY (New York NY)
NY
03/07/2012 - 04/18/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
10/01/2008 - 03/22/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/10/2003 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 08/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2003
Series 7 - General Securities Representative 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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