Teresita Franco

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

• 10/2007 → Present
  Ubs International Inc
  Miami, FL
• 10/2007 → Present
  Ubs Ag
  Miami, FL
• 01/2010 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ

Previous Registrations

• 2009-08-07 → 2010-01-01
  Ubs International Inc.
  Miami, FL
  New York, NY

Other Businesses

1. Renaissance TF, LLC, Weston Florida United States-33327, Company, Real Estate, Purchase of apartment in Bogota Colombia and if opportunity arise to purchase a property in Florida USA for personal use, Proprietor / owner, I am a beneficiary/owner of this LLC established in Florida. My son is also a beneficiary/owner of this LLC, START DATE-7/26/2024, Investment related-Yes.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-23