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Weisner Perez Rodriguez

Ubs Financial Services Inc.

Northbrook, IL

Oakbrook Terrace, IL

Northbrook, IL

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-14
CA RA APPROVED 2023-12-06
NV RA APPROVED 2023-05-15
CT RA APPROVED 2021-03-17
NJ RA APPROVED 2019-10-16
  • IL RA
    APPROVED
    Since 2025-03-14
  • CA RA
    APPROVED
    Since 2023-12-06
  • NV RA
    APPROVED
    Since 2023-05-15
  • CT RA
    APPROVED
    Since 2021-03-17
  • NJ RA
    APPROVED
    Since 2019-10-16

Branch Locations

5 Revere Drive 1 Northbrook Place, Northbrook, IL 60062 • United States

1 Tower Lane-Ste 1700 Oakbrook Terrace Tower, Oakbrook Terrace, IL 60181 • United States

5 Revere Drive, Suite 500 1 Northbrook Place, Northbrook, IL 60062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Education Cambridge MA 08/2015 06/2017
National Main Street Center Chicago IL 06/2017 08/2017
Education Cambridge MA 08/2017 06/2018
Bank Of America Merrill Lynch Chicago IL 06/2018 08/2018
Education Cambridge MA 08/2018 05/2019
Ubs Financial Services Inc. Hartford CT 06/2019 Present
  • 08/2015 → 06/2017
    Education
    Cambridge, MA
  • 06/2017 → 08/2017
    National Main Street Center
    Chicago, IL
  • 08/2017 → 06/2018
    Education
    Cambridge, MA
  • 06/2018 → 08/2018
    Bank Of America Merrill Lynch
    Chicago, IL
  • 08/2018 → 05/2019
    Education
    Cambridge, MA
  • 06/2019 → Present
    Ubs Financial Services Inc.
    Hartford, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-11
  • S66 Uniform Combined State Law Examination
    2019-10-11
Other Names
  • Weisner Perez

View on SEC IAPD

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Other Investors

KEVIN J TAALMAN
BRIAN ADAM ROSEN
MATTHEW S MEYER
YAKOV MOSHE BAYLIS
WENDY FELICIA JACOBSON-ROSEN
WALTER WALEED COSMO
Charles Louis Rosen
JAY MICHAEL RUBINSTEIN

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Northbrook, IL
RITHOLTZ WEALTH MANAGEMENT · Northbrook, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
DDS INVESTMENT MANAGEMENT, INC. · NORTHBROOK, IL
LPL ENTERPRISE, LLC · NORTHBROOK, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
OSAIC WEALTH, INC. · NORTHBROOK, IL
E. A. HORWITZ LLC · DEERFIELD, IL

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