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Jesus Alfonso Valencia Romero

Ubs Financial Services Inc.

Coralgables, FL

Coral Gables, FL

Coral Gables, FL

Coral Gables, FL

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Current Employers
Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santander Securties Guaynabo PR 12/2010 12/2016
Banco Santander Central Hispano Guaynabo PR 12/2010 12/2016
Wells Fargo Clearing Services, Llc Miami FL 04/2017 02/2021
Unemployed Miami FL 01/2017 04/2017
Ubs Financial Services Inc Coral Gables FL 03/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-19
  • S66 Uniform Combined State Law Examination
    2017-07-19
Other Names
  • Jesus A Valencia
  • Jesus Alfonso Valencia
  • Jesus Alfonso Valencia Romero
  • Jesus A Valencia Romero

View on SEC IAPD

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Other Offices

UBS FINANCIAL SERVICES INC. · CORAL GABLES, FL
UBS FINANCIAL SERVICES INC. · CORAL GABLES, FL
BAYVIEW ASSET MANAGEMENT, LLC · CORAL GABLES, FL
J.W. KORTH & COMPANY · Coral Gables, FL
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT · CORAL GABLES, FL
PORTFOLIO RESOURCES ADVISOR GROUP, INC. · CORAL GABLES, FL
INVENIO WEALTH PARTNERS, LLC · CORAL GABLES, FL
FOREM INVESTMENTS LLC · CORAL GABLES, FL

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