Samantha Verzi

Current Employers

Employment History

• 08/2015 → 05/2019
  Ubs Financial Services Inc.
  Melbourne, FL
• 05/2019 → Present
  Kestra Investment Services
  Melbourne, FL
• 05/2019 → Present
  Kestra Private Wealth Services
  Melbourne, FL

Previous Registrations

• 2015-09-17 → 2019-05-10
  Ubs Financial Services Inc.
  Melbourne, FL
• 2015-07-17 → 2015-09-15
  Morgan Stanley
  Melbourne, FL

Other Businesses

Business Name: Three Bridges Planning Investment Related: Yes Address: 304 S. Harbor City Blvd, Suite 200 Melbourne FL 32901 Nature of Business: Registered Field Assistant; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Senior Registered Client Service Associate Start Date: 5/1/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Client service and office administrationBusiness Name: Mary Kay Cosmetics Investment Related: No Address: 2766 Kingdom Ave Melbourne FL 32934 Nature of Business: Other Other/None of the Above None of the above Position, Title or Relationship: Sales rep Start Date: 2/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sales rep SAMANTHA VERZI - NOTARY POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2011 ADDRESS: 304 S. Harbor City Blvd., Suitee 200, Melbourne FL 32901, United States DESCRIPTION: Witnessing signatures 777 STREETHEAT POSITION: Spouse of Owner NATURE: Car Restoration INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 7743 Industrial Road, Melbourne FL 32904, United States DESCRIPTION: Occasionally assist with online banking and gather tax information.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-01

Other Names

• Samantha L Ryan