Dea De Paris Caldas

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

• 09/2017 → 06/2023
  Jpmorgan Chase Bank Na
  Miami, FL
• 10/2016 → 06/2017
  Banco Itau
  Rio De Janeiro
• 07/2017 → 08/2017
  Unemployed
  Rio De Janeiro
• 06/2016 → 09/2016
  Unemployed
  Rio De Janeiro
• 06/2024 → Present
  Ubs Financial Services Inc
  New York, NY
• 06/2023 → 06/2024
  Unemployed
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-11
• S63 Uniform Securities Agent State Law Examination
  2018-01-20

Other Names

• Dea Paris Caldas C Santos
• Dea Paris C C Santos
• Dea Caldas Santos
• Dea De Paris Caldas Constantino Santos
• Dea Deparis Caldas
• Dea De Paris Caldas
• Dea De Paris Caldas Dos Santo