Angel Valle Rangel

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

• 05/2011 → Present
  Ubs Financial Services Inc
  New York, NY

Previous Registrations

• 2007-05-29 → 2011-05-12
  Citigroup Global Markets Inc.
  New York, NY
• 2006-09-22 → 2007-05-29
  Citicorp Investment Services
  New York, NY
  New York, NY

Other Businesses

1) St. Martin LP / Canada / c/o First Names Switzerland Limited / Am Schanzengraben 25 / Zurich / Switzerland / CH8022 / www.firstnames.com / No / Partnership / Other / Personal Holding Company / Investments / Active Other / Protector on a Committee of Protectors / By majority, authorize investments and distributions of the Trust Fund once the Settlor passes away / 0 / New York, NY / Settlor has known me for more than 15 years and placed her trust in me to direct the trust once she passes away or is disabled /// 2) Sintra LP / Canada / c/o First Names Switzerland Limited / Am Schanzengraben 25 / Zurich / Switzerland / CH8022 / www.firstnames.com / No / Partnership / Other / Personal Holding Company / Investments / Active / Other / Protector on a Committee of Protectors / By majority, authorize investments and distributions of the Trust Fund once the Settlor and his wife passes away / New York, NY / Settlor has known me for more than 15 years and placed his trust in me to direct the trust once him and his wife pass away or are disabled /// 3) Evora LP / Partnership / Investments / Other / Protector on a Committee of Protectors / By majority, authorize investments and distributions of the Trust Fund once the Settlor and her husband pass away

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-22
• S63 Uniform Securities Agent State Law Examination
  2006-02-22

Other Names

• Angel Valle