Hector Meneses

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

• 09/2004 → Present
  Ubs International Inc
  San Antonio, TX
• 01/2010 → Present
  Ubs Financial Services Inc.
  San Antonio, TX

Previous Registrations

• 2004-09-10 → 2010-01-01
  Ubs International Inc.
  San Antonio, TX
  San Antonio, TX
• 1999-10-19 → 2004-09-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX

Other Businesses

MTSA PROPERTY GROUP, LLC./ investment related?:yes/ 400 N LOOP 1604 STE 200, SAN ANTONIO, TX, 78232 US/ Real Estate/ Real estate investments/ Proprietor / owner/ General management and investment decisions (purchase of rental properties)/ start date: 5/14/2021

Exams

• S66 Uniform Combined State Law Examination
  1999-10-18

Other Names

• Hector Meneses-Beltran