Marina Sonya Tudela

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2000 → 07/2020
  Ubs Financial Services Inc.
  San Juan, PR
• 07/2020 → Present
  Raymond James And Associates, Inc/ Ab
  Miami, FL

Previous Registrations

• 2015-02-25 → 2020-07-10
  Ubs Financial Services Inc.
  San Juan, PR
  San Juan, PR
  Houston, TX

Other Businesses

(1) Name of Business: American Building Maintenance Inc Address: 761 Andalucia Ave Puerto Nuevo, San Juan, PR, 00921, United States Activity Type: Business Owner Position/Title: Officer - Secretary, Owner/Proprietor Investment Related: No Start Date: 01/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This company is co-owned by my Husband who is the president and general manager. I sign administrative documents as needed, and have meetings as needed, usually 2x a year.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-06-05
• S63 Uniform Securities Agent State Law Examination
  1992-10-03