Karla Orduna

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

• 12/2012 → Present
  Ubs Financial Services Inc.
  San Antonio, TX

Other Businesses

Karla Orduna / United States / 2 Residential Properties 6063 Bantry Bay & 11342 Buck Canyon / San Antonio / Texas / United States / 78249 / N/A / No / Other / Residential Properties / Real Estate / / 2 Residential properties that are rented / Active / Other / Self, there is no entity, both properties are held in my personal name / Collect Rent / 0 / No / No / No / No / Start Date 01/01/2017 / / No / / Yes / 5900 / No / No Yes / San Antonio, Texas / No / / No / / Self / No / . ## Karla Orduna / United States / 2 Residential Properties 6063 Bantry Bay & 11342 Buck Canyon / San Antonio / Texas / United States / 78249 / N/A / No / Other / Residential Properties / Real Estate / / 2 Residential properties that are rented / Active / Other / Self, there is no entity, both properties are held in my personal name / Collect Rent / 0 / No / No / No / No / Start Date 01/01/2017 / / No / / Yes / 5900 / No / No Yes / San Antonio, Texas / No / / No / / Self / No / 2E 4J LLC ,San Antonio Texas United States, Real Estate , Create an LLC where I am the sole owner to have the investment properties under this company , Proprietor / owner , Manage the investment properties , Start date 5/1/2026

Exams

• S66 Uniform Combined State Law Examination
  2013-04-19
• S63 Uniform Securities Agent State Law Examination
  2008-06-05

Other Names

• Karla Orduna
• Karla J. Orduna