Valerie Camila Mayer lopez
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.Jan 2023 to now
- Raymond James Financial Services Inc.Aug 2021 to Dec 2022
- Unemployed - Full Time Student George Mason UniversityFeb 2020 to Jun 2021
- Lulu LemonNov 2019 to Jan 2020
- Club MonacoJan 2019 to Mar 2019
- Glory Days GrillNov 2018 to Dec 2018
- Humming Bird - Potomac Distilling CompanySep 2018 to Oct 2018
- Alexandria Restaurant PartnersJun 2018 to Jan 2020
- Top GolfMar 2018 to Jun 2018
- Palm Beach TanJan 2018 to Mar 2018
- Earls Kitchen & BarJun 2017 to Dec 2017
- Myron Mixon BbqJan 2017 to Jun 2017
- Ruth Chris Steak HouseSep 2016 to Dec 2016
- Ruths Chris Steak HouseSep 2016 to Dec 2016
- Palm Beach TanAug 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (DC).
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
- 7416809
- Firm CRD
- 8174