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Pedro E. Boj

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CRD#: 2736614
PB

Professional summary


Pedro Enrique Boj was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Pedro Enrique Boj, who also goes by Pedro Boj, was a registered financial professional .

Pedro is a previously registered financial professional and started their career in finance in 1998. Pedro had worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pedro Boj

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 16, 2011 - August 28, 2018

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

BD
CRD#: 13042
SAN JUAN, PR
Past

December 16, 2011 - August 28, 2018

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN JUAN, PR
Past

March 26, 2007 - December 20, 2011

OFS SECURITIES, INC.

BD
CRD#: 39615
HATO REY, PR
Past

June 11, 2001 - April 2, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SAN JUAN, PR
Past

April 24, 1998 - May 24, 2001

SANTANDER SECURITIES LLC

BD
CRD#: 41791
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/8/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


UF
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO
PAINE WEBBER JACKSON & CURTIS INCORPORATED OF PUERTO RICO | UBS PAINEWEBBER INCORPORATED OF PUERTO RICO | UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO | PAINEWEBBER INCORPORATED OF PUERTO RICO

CRD#: 13042 / SEC#: , 8-28475

BD
Terminated by SEC on 10/29/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Puerto Rico since 04/05/1978
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
UBS FINANCIAL SERVICES INC.OWNER8174
MANZ, ALEXANDRE CYRILGENERAL COUNSEL, EXECUTIVE DIRECTOR5214595
SERRANO, RAULCHIEF COMPLIANCE OFFICER6608747
UBINAS TAYLOR, CARLOS VERNERCHAIRMAN, PRESIDENT1985568

Disclosures


Regulatory Event8
Arbitration43

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

CRD#: 13042

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