Carlos E Rosado

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1994 → Present
  Painewebber
  Hato Rey, PR
• 05/1994 → Present
  Painewebber Incorporated
  San Juan, PR
• 05/1994 → Present
  Ubs Financial Services Inc.
  Hato Rey, PR

Other Businesses

BULB,LLC / Urb. Palma Real Cola de Pescado #150 Guaynabo,Puerto Rico 00969 / Company/ Other Apple Developer / Develop apps for Itunes / Officer / / Officer duties / Start Date 01/16/2015 /

Exams

• S66 Uniform Combined State Law Examination
  2023-02-25

Other Names

• Carlos Eduardo Rosado