Yara M Gonsalves

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

• 10/2022 → 07/2024
  Edward Jones
  St Louis, MO
• 03/2021 → 06/2023
  Florida Atlantic University
  Boca Raton, FL
• 03/2021 → 10/2022
  Exp Realty Llc
  Atlanta, GA
• 02/1998 → 12/2019
  Boeing
  Ft Lauderdale, FL
• 12/2019 → 12/2020
  Boeing Global Services
  Dallas, TX
• 01/2025 → Present
  Ubs Financial Services, Inc
  Boca Raton, FL
• 09/2024 → 12/2024
  Macy's Wellington Green
  Lake Worth, FL

Previous Registrations

• 2023-01-04 → 2024-08-01
  Edward Jones
  Lake Worth, FL
  St Louis, MO
  Wellington, FL

Other Businesses

Yara M Gonsalves PA Non-Investment Related 10177 Clubhouse Turn Road, Lake Worth, Fl 33449 Professional Services Proprietor May/2021 Hours Devoted Security Hours 0 Owner

Exams

• S66 Uniform Combined State Law Examination
  2022-12-31

Other Names

• Yara Marie Gonsalves Oquendo
• Yara M. Rivera
• Yara M Gonsalves
• Yara Marie Gonsalves