Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greta? Claim Your ProfileGreta Villarosa is a financial professional with over 7 years of experience in the financial services industry. Greta is a registered representative with UBS Financial Services Inc. and holds the Series 7, Series 63 and SIE licenses. Greta also has a Series 65 license, making her a registered investment advisor. Greta's experience includes working with individuals, businesses, and institutions. Greta has a broad range of expertise in financial planning, portfolio management, and investment advisory services. Greta is committed to providing her clients with personalized financial advice and guidance to help them 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
12/03/2020 - Present
UBS Financial Services Inc. (New York NY)
NY
07/01/2013 - 01/13/2020
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
IA
Issued 11/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2013
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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