Guillermina 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

• 07/2010 → Present
  Ubs Financial Services
  Miami, FL

Other Businesses

1) City Park Construction LLC / 9601 Collins Ave - Tower III. Bal Harbour, FL 33154 / United States / No / Company / Real Estate / Sign on the LLC's bank account to deposit rent, pay property taxes, pay monthly expenses. / Start Date 11/4/2019 2) Zadar Trust. investment related?:yes / 15901 Collins Ave Unit 2204, Sunny isles Beach, FL 33160/ Trust/ Investment in brokerage account/ Trading POA/ I will only be in the account as POA to check the investments and view online. Will not have any remuneration. This is my mother's personal trust and she has little experience with investments./ start date: 8/1/2021/ 3) GMA LLC/ Category- Company/ Principal Business Activity - LLC created in order to hold real estate/ Role - Proprietor / owner/ Duty - purchase of real estate (apartment) in Miami/ Comp - No

Exams

• S66 Uniform Combined State Law Examination
  2011-03-01