Rodrigo Guevara
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.Oct 2022 to now
- UnemployedMay 2022 to Oct 2022
- WalmartJun 2020 to Aug 2020
- Western Carolina UniversityAug 2019 to May 2022
- H&r BlockJan 2019 to Apr 2019
- Isothermal Community CollegeJun 2018 to May 2019
- Tryon International Equestrian CenterJun 2017 to Aug 2017
- Rutherford Early College High SchoolJun 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7617188
- Firm CRD
- 8174