Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marianela? Claim Your ProfileMarianela Del valle is a financial advisor with over 20 years of experience in the industry. Marianela is currently registered with UBS Financial Services Inc. as a Registered Representative and Investment Adviser Representative, and is licensed to provide financial advice in multiple states, including Florida, California, Colorado, District of Columbia, Massachusetts, Michigan, New Jersey, New York, South Dakota, Texas, and Virginia. Marianela has a broad range of experience, having previously worked with UBS International Inc. and Citigroup Investment 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
05/20/2024 - Present
UBS Financial Services Inc. (Coral Gables FL)
NY
10/06/2006 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
FL
04/26/2001 - 09/18/2006
CITICORP INVESTMENT SERVICES (MIAMI FL)
BOTH
Issued 03/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
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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