Claudia S S Munoz

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

• 01/2010 → Present
  Ubs Financial Services Inc.
  Miami, FL

Previous Registrations

• 2006-02-28 → 2010-01-01
  Ubs International Inc.
  Miami, FL
• 2003-02-25 → 2006-03-03
  Banc Of America Investment Services, Inc.
  Miami, FL
• 2000-10-01 → 2003-03-25
  Wells Fargo Clearing Services, Llc
  Miami, FL

Other Businesses

1) FEMY ACOSTA / SKIN CARE AND NUTRICIONAL SUPPLEMENTS / 11851 SW 7 TH STREET PEMBROKE PINES, FL 33025 / HELP WITH PRESENTATIONS, & TRAINING OF SKINCARE DEMOS & NUTRITIONAL SUPPLEMENTS / START DATE 07/20/2010 / 40 HRS PER MONTH. /// 2) MULENCIA HOLDINGS LLC / 8104 NW 163 TERR MIAMI LAKES,FL 33016 / COMPANY/ REAL ESTATE / INVEST IN REAL ESTATE / 50% OWNER / START DATE 7/9/2014

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-31
• S63 Uniform Securities Agent State Law Examination
  1994-08-11

Other Names

• Claudia Sandoval Munoz
• Claudia S Munoz