Marcos Guillermo Ubinas
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCJun 2021 to now
- Cetera Investment Services LLCJun 2021 to now
- Regions BankJun 2021 to now
- Pruco Securities LLCOct 2020 to May 2021
- The Prudential Insurance Company of AmericaOct 2020 to May 2021
- UnemploymentJun 2020 to Oct 2020
- HSBCSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4452665
- Firm CRD
- 105644