Unclaimed
John Vincent Vazquez is a registered representative with UBS Financial Services Inc., and is licensed in New Jersey, New York, Pennsylvania, Texas and Vermont. John Vincent Vazquez's firm, UBS Financial Services Inc. is a registered investment advisor with a primary office in Weehawken, New Jersey. The firm's approximate assets under management are greater than $50 billion and they have over 21,000 clients. John Vincent Vazquez's current firm specializes in portfolio management, financial planning, pension consulting, and educational seminars. John Vincent Vazquez has a history of working in the financial services industry and holds a Series 66 license, the Uniform Combined State Law Examination.
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
09/16/2024 - Present
UBS Financial Services Inc. (New York NY)
Active
Inactive
Not sure John Vazquez is the right advisor for you? Invested Better is here to help.