Mauricio Jose Solorzano

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

• 10/2023 → 08/2024
  Cheesecake Factory
  Miami, FL
• 02/2022 → 08/2024
  Proline Consulting Group
  Miami, FL
• 07/2020 → 05/2022
  Ziggy's Boutique
  Miami, FL
• 08/2017 → 07/2020
  Amici's Italian Restaurant
  Miami, FL
• 09/2014 → 07/2017
  Unemployed
  Miami, FL
• 09/2024 → 10/2025
  J.P. Morgan Securities Llc
  Weston, FL
• 09/2024 → 10/2025
  Jpmorgan Chase Bank, N.A.
  Weston, FL
• 10/2023 → 08/2024
  Sutter Securities
  Boca Raton, FL
• 10/2025 → Present
  Ubs Financial Services, Inc
  Coral Gables, FL

Previous Registrations

• 2024-10-15 → 2025-10-30
  J.P. Morgan Securities Llc
  Jacksonville, FL
  Weston, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-10-12
• S63 Uniform Securities Agent State Law Examination
  2024-05-02

Other Names

• Mauricio J Solorzano
• Mauricio Solorzano
• Mauricio Jose Solorzano