Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodrigo? Claim Your ProfileRodrigo Trelles-zabala is a financial professional with over 15 years of experience in the industry. Rodrigo is currently registered with UBS Asset Management (us) Inc. in New York, NY. Rodrigo has previously worked at Deutsche Bank Securities Inc., also in New York, NY. Rodrigo holds the Series 7, 24, and 63 licenses.
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.
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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NY
01/25/2016 - Present
UBS Asset Management (us) Inc. (NEW YORK NY)
NY
09/15/2006 - 06/08/2015
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 08/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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