Claudine Choquette
Claudine Choquette is a registered investment advisor at UBS Financial Services INC., based in Coral Gables, FL, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
550 Biltmore Way, 7th, 9th & 10th Floor, Coral Gables, FL, 33134
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Regulatory History (1)
Customer Dispute
April 2025Other Business Activities
Claudine is a sole proprietor involved in booking artists for events and workshops since 2013. She also serves on the board of directors for the Little Dreams Foundation and manages Les Ailes Du Desir Inc, a circus arts organization, and owns a rental property in London.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Gunnallen Financial, INCBroker
Gunnallen Financial, INC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.