Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weisner? Claim Your ProfileWeisner Perez rodriguez is a registered representative of UBS Financial Services Inc. Weisner has been in the industry since September 9, 2019. Weisner has been registered with UBS Financial Services Inc. since June 2019. Weisner has passed the Uniform Combined State Law Examination, the General Securities Sales Supervisor - General Module Examination, the General Securities Sales Supervisor - Options Module Examination, the National Commodity Futures Examination, the General Securities Representative Examination and the Securities Industry Essentials Examination. Weisner has a total of 10 approved SRO registrations, 1 approved FINRA registration, 7 approved state registrations and 4 approved IA state registrations.
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
NV
10/16/2019 - Present
UBS Financial Services Inc. (Las Vegas NV)
BOTH
Issued 10/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2022
Series 3 - National Commodity Futures Examination
BC
Issued 09/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2019
SIE - Securities Industry Essentials 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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