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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Isabel Patino-rodriguez is a financial advisor with UBS Financial Services Inc. in Coral Gables, FL. Maria has been in the financial services industry since 2006. Maria holds Series 63, 65, 7 and SIE licenses. Maria is a registered representative in Florida and an investment advisor representative in Florida. Maria is also registered in Delaware, Georgia, Minnesota, New York, North Carolina, South Dakota, and Texas. Maria has a wide range of experience working with high-net-worth individuals, corporations, and other business entities. Maria is also experienced working with charitable organizations, pension and profit sharing plans, and state or municipal government entities. Maria has a deep understanding of the financial markets and is committed to helping her clients reach their financial goals.
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
07/02/2014 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
FL
12/17/2009 - 05/27/2014
HSBC SECURITIES (USA) INC. (MIAMI FL)
BC
Issued 03/15/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
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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