Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodrigo? Claim Your ProfileRodrigo Alcazas Jabali is a financial advisor registered with UBS Financial Services Inc. in Miami, FL. Rodrigo has been in the industry since 2001 and has experience working for several firms including XP Investments US, LLC, Global Investor Services, L.C., and Citigroup Global Markets Inc. Rodrigo holds several licenses and registrations including Series 3, 7, 24, 63, and 65. Rodrigo is a specialist in several areas including retirement planning, college savings, estate planning, and insurance. Rodrigo is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
04/29/2024 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
05/13/2014 - 08/30/2023
XP INVESTMENTS US, LLC (MIAMI FL)
FL
12/14/2012 - 06/17/2014
GLOBAL INVESTOR SERVICES, L.C. (MIAMI FL)
FL
01/05/2009 - 12/12/2012
TRADEWIRE SECURITIES LLC (CORAL GABLES FL)
FL
11/02/2006 - 11/19/2008
BULLTICK SECURITIES, LLC (MIAMI FL)
FL
06/15/2005 - 09/25/2008
BULLTICK, LLC (MIAMI FL)
NY
04/24/2000 - 04/21/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 06/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/20/2000
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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