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Joseph V Perez

Ubs Financial Services Inc.

Coral Gables, FL

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-24
  • FL RA
    APPROVED
    Since 2025-06-24

Branch Locations

4225 Ponce De Leon Blvd Suite 600, Coral Gables, FL 33146 • 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
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Miami Beach FL 05/2022 06/2025
City National Banks Miami FL 03/2022 06/2022
Mc Management Miami FL 04/2017 01/2022
One Permit And Engineering Services Llc Miami FL 04/2018 12/2018
Southwest Senior High School Miami FL 07/2012 05/2017
Miami Dade College Miami FL 07/2017 Present
Ubs Financial Services Inc Coral Gables FL 06/2025 Present
  • 05/2022 → 06/2025
    Morgan Stanley Smith Barney Llc
    Miami Beach, FL
  • 03/2022 → 06/2022
    City National Banks
    Miami, FL
  • 04/2017 → 01/2022
    Mc Management
    Miami, FL
  • 04/2018 → 12/2018
    One Permit And Engineering Services Llc
    Miami, FL
  • 07/2012 → 05/2017
    Southwest Senior High School
    Miami, FL
  • 07/2017 → Present
    Miami Dade College
    Miami, FL
  • 06/2025 → Present
    Ubs Financial Services Inc
    Coral Gables, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-13
  • S66 Uniform Combined State Law Examination
    2022-12-13

View on SEC IAPD

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