Milena C Olvera-Vanvoorhies

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

• 01/2011 → Present
  Ubs Financial Services
  Nashville, TN

Previous Registrations

• 2009-10-23 → 2010-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brentwood, TN
  Brentwood, TN
• 2008-04-24 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Brentwood, TN
• 2007-10-16 → 2008-04-21
  Mcdonald Partners Llc
  Toledo, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-12
• S63 Uniform Securities Agent State Law Examination
  1999-07-06

Other Names

• Milena Coronado Oliver
• Milena Coronado Olvera
• Milena Olvera