Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilia? Claim Your ProfileLilia Rubalcava Vaca is a financial advisor with over 23 years of experience in the industry. Lilia is registered with UBS Financial Services Inc. and has been with the firm since 2019. Prior to joining UBS, Lilia worked for Wells Fargo Advisors LLC, where she was a financial advisor for over 10 years. Lilia has a wide range of experience in providing financial advice to individuals, families, and businesses. Lilia is also licensed to sell insurance.
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
CA
04/03/2019 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
CA
09/26/2008 - 04/04/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN JOSE CA)
CA
07/19/1995 - 10/03/2008
UBS FINANCIAL SERVICES INC. (SAN JOSE CA)
BOTH
Issued 06/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1995
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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