Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zulma? Claim Your ProfileZulma Alicia Abreu is an investment professional with experience in the financial services industry. Zulma is registered with UBS Financial Services Inc. and is currently located in Weehawken, New Jersey. Zulma specializes in providing financial advice to individuals and businesses.
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
09/07/2021 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
BC
Issued 09/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2021
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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