Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivelisse? Claim Your ProfileIvelisse Vasquez is a financial advisor with UBS Financial Services Inc. Ivelisse is registered with the state of Georgia and has been in the industry since 2022. Ivelisse is Series 66, Series 7TO, and SIE licensed. Ivelisse has previously worked at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO BANK, NA. Ivelisse is a registered investment advisor representative in the state of Georgia.
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
GA
02/02/2023 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
02/22/2022 - 01/11/2023
WELLS FARGO CLEARING SERVICES, LLC (SMYRNA GA)
BOTH
Issued 04/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2022
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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