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Pedro Villari

UBS Financial Services Inc.

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About Pedro Villari

Pedro Villari is a financial advisor in Aventura, Florida with over 16 years of experience in the financial services industry. Pedro is currently registered with UBS Financial Services Inc. and holds licenses in Florida and Texas. Pedro has previously worked at J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Essex National Securities, Inc., LPL Financial Corporation, IFMG Securities, Inc. and Ameriprise Financial Services, Inc.

Firm Information

Pedro Villari is currently registered with UBS Financial Services Inc.. UBS Financial Services Inc. is a corporation formed in June 1969 and headquartered in Weehawken, New Jersey. They have been approved by the SEC and registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. With over $50 billion in assets under management, UBS Financial Services Inc. serves a wide range of clients including high-net-worth individuals, corporations, charitable organizations, pension plans, and more. The firm offers a comprehensive range of services, including financial planning, portfolio management, pension consulting, and educational seminars. They also manage a wrap fee program and publish periodicals. UBS Financial Services Inc. has a long history of providing investment advice and services to clients across the country.
UBS Financial Services Inc.

1010 S. Federal Highway Suite 2601

Hallandale Beach, FL 33009

$702.39B

Assets Under Management

21,125

Total Clients

10,299

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Pedro Villari’s Registration & Firm History

FL

09/04/2019 - Present

UBS Financial Services Inc. (Hallandale Beach FL)

FL

07/23/2014 - 09/11/2019

J.P. MORGAN SECURITIES LLC (AVENTURA FL)

FL

07/27/2012 - 07/11/2014

WELLS FARGO ADVISORS, LLC (NORTH MIAMI BEACH FL)

FL

02/16/2010 - 07/27/2012

ESSEX NATIONAL SECURITIES, INC. (MIAMI FL)

FL

03/04/2008 - 02/17/2010

LPL FINANCIAL CORPORATION (MIAMI FL)

FL

09/20/2007 - 03/04/2008

IFMG SECURITIES, INC. (MIAMI FL)

FL

12/15/2005 - 08/13/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 1/3/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There is public disclosure for Pedro Villari. Review regulatory record here.
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