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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Santiago Williamson is a financial advisor with UBS Financial Services Inc. Rafael has been a registered advisor since 2010, and has experience working with various financial institutions including International Assets Advisory, LLC and DEWAAY FINANCIAL NETWORK, LLC. Rafael holds Series 63, 65, 7 and SIE licenses. Rafael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.
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
NJ
01/18/2023 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
FL
11/19/2010 - 05/09/2011
INTERNATIONAL ASSETS ADVISORY, LLC (TAMPA FL)
FL
01/21/2010 - 11/09/2010
DEWAAY FINANCIAL NETWORK, LLC (TAMPA FL)
VA
10/08/2009 - 12/02/2009
HAMPTON HEDGE FUND MARKETING, LLC (OAKTON VA)
FL
02/02/2006 - 04/15/2009
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BC
Issued 10/30/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
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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