Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Ximena Oliva is a financial advisor registered with UBS Financial Services Inc. Maria has over 1 year of experience in the financial services industry. Maria holds the Series 66 and Series 7TO licenses as well as the Securities Industry Essentials Examination (SIE). Maria provides a wide range of advisory services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for both businesses and individuals.
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
01/15/2025 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
BOTH
Issued 10/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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