Unclaimed
Jesse Robinson is a registered representative with UBS Financial Services Inc. Jesse is a financial advisor with over 10 years of experience in the financial services industry. Jesse has been registered with the state of Florida since December 2024. Previously, Jesse was employed by UBS Switzerland AG in several locations, including Baden and Zurich. Jesse holds the Series 66 license.
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
FL
12/18/2024 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
Active
Inactive
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