Carlos Fernando Alonso

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

• 01/2010 → Present
  Ubs Financial Services Inc.
  San Diego, CA

Previous Registrations

• 2009-02-27 → 2010-01-01
  Ubs International Inc.
  San Diego, CA
• 2004-08-27 → 2009-03-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  San Diego, CA

Other Businesses

1) Name of Business: CARLOS FERNANDO ALONSO./ Address: Mexico./ Nature: Rental Property of a new Apartment located in Tijuana BC Mexico. My wife and I expect to receive a monthly rent of approximately $2,100 dollars after HOA fees./ Role: Proprietor / owner./ Duty: Rental Property of a new Apartment located in Tijuana BC Mexico. My wife and I expect to receive a monthly rent of approximately $2,100 dollars after HOA fees. 2) C.F.A & Y.G.K, Trustees of The A. Family Trust dated January 6, 2016, Family Living Trust, Chula VistaCalifornia United States-91913, Trustee, START DATE-1/6/2016.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-26

Other Names

• Carlos Alonso