Crystalinda Renteria Ray

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:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-07-18

CA RA
APPROVED

Since 2023-07-18

Branch Locations

Indio, CA • United States

75 280 Highway 111, Indian Wells, CA 92210 • United States

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

Organization	City	State	From	To
Ray Enterprises, Inc	Spring Valley	CA	01/2008	01/2023
Ameriprise Financial Services, Inc.	San Diego	CA	09/2012	06/2019
Ubs Financial Services Inc	Indian Wells	CA	01/2023	Present

01/2008 → 01/2023

Ray Enterprises, Inc

Spring Valley, CA
09/2012 → 06/2019

Ameriprise Financial Services, Inc.

San Diego, CA
01/2023 → Present

Ubs Financial Services Inc

Indian Wells, CA

Other Businesses

Crystalinda Ray,,CAUnited States,Personally individually owned residential rental property,Real Estate,Residential rental property,Proprietor / owner,Rental property management, start date -2/1/2026

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-17

S66 Uniform Combined State Law Examination

2023-07-17

Other Names

Crystalinda Renteria

View on SEC IAPD