Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osvaldo? Claim Your ProfileOsvaldo MacHado is a financial advisor with UBS Financial Services Inc. and has been in the industry since 1978. Osvaldo MacHado is registered in Florida and is currently employed by UBS Financial Services Inc., previously working for UBS International Inc., UBS PaineWebber Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Osvaldo MacHado specializes in providing financial advice to individuals and businesses. Osvaldo MacHado is also licensed to provide investment advice and securities transactions.
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
01/01/2010 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
FL
06/03/2002 - 01/01/2010
UBS INTERNATIONAL INC. (CORAL GABLES FL)
NJ
03/09/2001 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
11/27/1978 - 03/16/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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