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Veronica Salazar

16 Years of Experience
CoralGables, FL
Broker

Veronica Salazar is a registered investment advisor at UBS Financial Services INC., based in CoralGables, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

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.

One-Time Plan:$500 - $50,000
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Location

550 Biltmore Way 7th-9th-10th floor, CoralGables, FL, 33114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Veronica is a proprietor and part owner of Casecom Corp., a company distributing security systems to Latin America, where she manages finances and administrative duties. She is also a proprietor of Suntan Coral Gables LLC, a tanning salon, and supports the business's development.

Employment History
Current Registrations
UBS Financial Services INC.
February 2024 - Present · 2 yrs 3 mos
UBS Financial Services INC.
February 2024 - Present · 2 yrs 3 mos
UBS Financial Services INC.Broker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
July 2017 - June 2023 · 5 yrs 11 mos
UBS Financial Services INC.Broker
May 2017 - June 2023 · 6 yrs 1 mo
Hsbc Securities (USA) INC.Broker
December 2010 - April 2017 · 6 yrs 4 mos
Mercantil Commercebank Investment ServicesBroker
April 2009 - December 2010 · 1 yr 8 mos
State Registrations15 states
CACTDEFLKSMANYOHPRSCSDTXVAVTWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Veronica Salazar - Financial Advisor | TrueAdvisor