Franco J. Estrada

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

• 06/2001 → Present
  Ubs Financial Services Inc.
  San Juan, PR

Other Businesses

1) Rental Property on Biscayne Blvd. / investment related?;yes / Miami, FL 33137 US/ Real Estate Condo Rental Unit/ Proprietor / owner/ Landlord/ start date: 9/1/2021 /// 2) CEAL (Consejo Empresarial de America Latina); PanamaPunta Pacifica, Torre de las Americas, Torre A, Piso 3, Oficina 305, Panama, Panama; Association (e.g. Trade or Industry, Sport); Private Sector Networking Group; Member of Board of directors; Once a month one hour meeting to discuss current event of CEAL; member of an audit committee; Start date: 10/1/2018 /// 3) Rental Property on West 10th St.; New York City, NY 10014; Real Estate; Real Estate Condo Rental Unit; Proprietor / owner; Landlord; Start date: 8/26/2019

Exams

• S66 Uniform Combined State Law Examination
  2002-11-27

Other Names

• Franco Jose Estrada-Velasco