Marisol Espinosa
Investment adviser representative at UBS Financial Services Inc.
6 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
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
6 years in the industry.
- UBS Financial Services Inc.Sep 2019 to now
- Merrill LynchAug 2019 to Sep 2019
- UnemployedFeb 2019 to Aug 2019
- Ascendo ResourcesOct 2017 to Feb 2019
- UnemployedJul 2017 to Oct 2017
- HSBC Private Bank InternationalAug 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 5217736
- Firm CRD
- 8174