Andrea Lozano

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

• 02/2020 → Present
  Ubs Financial Services Inc
  Miami, FL
• 08/2019 → 02/2020
  Hays Talent Solutions
  Miami, FL
• 08/2018 → 04/2019
  Grand Beach Hospitality Group
  Miami, FL
• 06/2019 → 08/2019
  Das Everywhere Llc
  Miami, FL
• 08/2016 → 12/2019
  Florida International University
  Miami, FL

Other Businesses

1) Andrea LozanoUnited States,AIRBNB - short term rentalsOtherAIRBNB - short term rentalAIRBNB - short term rental,Proprietor / ownershort term rental of properties ownedStart date- 12/1/2023Investment -Yes

Exams

• S66 Uniform Combined State Law Examination
  2022-02-26