Maria Ximena Oliva
Investment adviser representative at UBS Financial Services Inc.
13 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
13 years in the industry.
- UBS Financial Services, Inc.Dec 2024 to now
- Equitable Advisors, LLCAug 2023 to Dec 2024
- Massachusetts General HospitalJan 2022 to Aug 2023
- UnemployedSep 2021 to Dec 2021
- Santander Private Banking InternationalOct 2020 to Aug 2021
- UnemployedJun 2020 to Oct 2020
- Babson CollegeAug 2019 to May 2020
- Banesco PanamaJun 2019 to Aug 2019
- BabsonAug 2018 to May 2019
- BanescoJun 2018 to Aug 2018
- Montrose High SchoolJul 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7790681
- Firm CRD
- 8174