Federico Andres Lopez Juarbe

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

• 08/2003 → Present
  Ubs Financial Services Inc.
  San Juan, PR

Other Businesses

1) Escondida PR Investments LLC / Cond. Bristol Apt 7A 1052 Ashford Ave. PR,San Juan / Other/ Banking (Retail, Investment, Merchant)/ PR Investments / Proprietor / owner / Involved in Investment advise / Start Date 4/21/2016 Limited Liability /// 2) NAME OF OTHER BUSINESS: FLJ LLC / INVESTMENT RELATED?: Y / ADDRESS: 550 Ave. de la Constitucion Apt 1510, Puerto Rico / NATURE OF THE BUSINESS: Personal Holding Company / POSITION: Sole proprietorship / DUTIES: Personal Investments/ START DATE: 10/18/2022 / HOURS DEVOTED TO BUSINESS: NA /// 3) F&R REALTY LLC; Urb Ocan Park, San Juan, Puerto Rico 00911; LLC; Real Estate; Purchase house to rent via Airbnb; Proprietor / owner; 50% owner of the real estate property; Start date: 3/14/2023

Exams

• S66 Uniform Combined State Law Examination
  2004-03-01

Other Names

• Federico Lopez
• Federico Andres Lopez