Pedro Villari

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

• 07/2014 → 08/2019
  J.P. Morgan Securities Llc
  Aventura, FL
• 08/2019 → Present
  Ubs Financial Services Inc.
  Aventura, FL

Previous Registrations

• 2014-07-23 → 2019-09-11
  J.P. Morgan Securities Llc
  Aventura, FL
  Miami Beach, FL
  Miami Beach, FL
  Miami Beach, FL
  Miami Beach, FL
  Miami Beach, FL
  Miami Beach, FL
  Aventura, FL
• 2012-09-18 → 2014-07-11
  Wells Fargo Clearing Services, Llc
  Miami, FL
  North Miami Beach, FL
  North Miami Beach, FL
• 2010-02-18 → 2012-07-27
  Essex National Securities, Llc
  Miami, FL
  Napa, CA
  Sunrise, FL
  Miami Lakes, FL
  Miami Beach, FL
  North Miami, FL
  Hialeah, FL
  Miami, FL
  N Miam Beach, FL
  Miami, FL
  Miami, FL
• 2009-01-22 → 2010-02-17
  Lpl Financial Llc
  Miami, FL
  Miami, FL
  Hialeah, FL
  Miami Beach, FL
  Miami, FL
  North Miami, FL
  N. Miami Beach, FL
  Sea Ranch Lakes, FL
  Sunrise, FL
  Miami Lakes, FL
  Miami, FL
  Boynton Beach, FL
• 2006-01-06 → 2007-08-13
  Ameriprise Financial Services, Llc
  Miami, FL
  Boca Raton, FL

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/1/2012 ADDRESS: 7913 MIAMI, FL. DETAILS: Rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2006-01-03

Other Names

• Pedro Jose Lopez
• Pedro Jose Lopez-Villari
• Pedro Jose Lopez Jr