Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Alcantara is a registered investment advisor representative with UBS Financial Services Inc. Paula has been in the securities industry since 2013 and is licensed to operate in California, Colorado, Connecticut, Florida, New York and Wyoming. Paula is also registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 7, Series 63, Series 65 and SIE exams. Previously, Paula worked for J.P. Morgan Securities LLC and Itau Europa Securities Inc. Paula has a broad range of experience in the securities industry and is committed to providing her clients with personalized financial advice.
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
02/17/2021 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
03/18/2014 - 01/27/2021
J.P. MORGAN SECURITIES LLC (Miami FL)
FL
08/14/2008 - 12/18/2008
ITAU EUROPA SECURITIES INC. (MIAMI FL)
IA
Issued 02/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2014
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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