Johanna M Delatorre-Finkelstein

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

• 06/1995 → Present
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

Notary Publicfor State of NY / 3044 Shore Drive Merrick,NY 11566 / Yes/ 43029 Non Profit / USD / Yes / No / Not aware of illegal activity / Start Date 10/21/13-10/21/17 /

Exams

• S66 Uniform Combined State Law Examination
  2001-03-06

Other Names

• Johanna M. Retundie
• Johanna M Delatorre
• Johanna M Retundie
• Johanna M Finkelstein-Delatorre