Unclaimed
Manuel Cornelio is an investment advisor representative with UBS Financial Services Inc., registered with the state of Florida and New Jersey. Manuel has been active in the industry since 2006 and is currently registered with UBS Financial Services Inc. Prior to that, Manuel was also associated with UBS International Inc. Manuel specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, security ratings, and educational seminars. Manuel is a partner at JC EVENT DESIGN LLC, a company that provides wedding and event design services.
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
09/18/2015 - Present
UBS Financial Services Inc. (Coral Gables FL)
NY
10/20/2006 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
BOTH
Issued 09/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2006
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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