Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Delgado is a financial advisor with UBS Financial Services Inc. in McAllen, TX. Veronica has been in the financial industry since October 25, 2007, and has been registered with the state of Texas since November 7, 2014. Veronica also holds Series 6, 7, 63, 65, and SIE licenses. She is a registered representative of UBS Financial Services Inc. and provides financial planning, portfolio management for individuals and businesses, educational seminars, selection of other advisors, publication of periodicals, and pension consulting.
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
TX
11/07/2014 - Present
UBS Financial Services Inc. (MCALLEN TX)
TX
10/01/2012 - 11/24/2014
J.P. MORGAN SECURITIES LLC (MCALLEN TX)
TX
04/08/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MCALLEN TX)
TX
03/07/2006 - 08/18/2006
CHASE INVESTMENT SERVICES CORP. (MCALLEN TX)
IA
Issued 05/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2006
Series 6 - Investment Company Products/Variable Contracts 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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