Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Lagos marmol is an active investment advisor registered with FINRA and the state of Florida. Francisco Lagos marmol has over 20 years of experience in the financial industry and has been with UBS Financial Services Inc. since 2010. Previously, Francisco Lagos marmol worked at UBS INTERNATIONAL INC. and CITICORP INVESTMENT SERVICES. Francisco Lagos marmol holds a Series 7, Series 31, Series 66 and SIE license. Francisco Lagos marmol's professional experience includes working with high-net-worth individuals, corporations, and charitable organizations. Francisco Lagos marmol is also a manager and/or proprietor in several real estate businesses.
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
NA
01/01/2010 - Present
UBS Financial Services Inc. (MONTEVIDEO )
FL
09/05/2003 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
NY
08/06/2003 - 09/11/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
12/12/1996 - 07/28/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/23/1996
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
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Francisco Lagos marmol is the right advisor for you? Invested Better is here to help.
