Yvette Beatriz Medina
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- UBS Financial Services Inc.Oct 2022 to now
- Redwood Credit UnionAug 2022 to Oct 2022
- Summit Financial AdvisorsJul 2021 to Jul 2022
- TargetJun 2020 to Jul 2021
- Nordstrom RackSep 2019 to Jun 2020
- Three Twins Ice CreamJun 2019 to Sep 2019
- Petaluma Dental GroupApr 2018 to Sep 2019
- University of OregonSep 2017 to Jun 2021
- Petaluma School of BalletJan 2015 to Sep 2017
- Casa Grande High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 7581515
- Firm CRD
- 8174