Dagmarie Feliciano Quinones

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

• 08/2014 → 09/2016
  Citi International Financial Services Llc
  San Juan, PR
• 08/2014 → 09/2016
  Citibank North America
  San Juan, PR
• 09/2016 → 04/2018
  Citi International Financial Services Llc
  San Juan, PR
• 04/2018 → 04/2022
  Citi International Financial Services Llc
  San Juan, PR
• 04/2018 → 04/2022
  Citibank Na
  San Juan, PA
• 04/2022 → Present
  Ubs Financial Services.iNc
  San Juan, PR

Exams

• S66 Uniform Combined State Law Examination
  2022-10-21

Other Names

• Dagmarie Feliciano
• Dagmarie Feliciano Quinones
• Dagmarie Feliciano