Senior Vice President–Wealth Management
Financial Advisor
Role: First Vice President Wealth Management
Education and Credentials:
Professional History:
Joined UBS in 2003 and became a member of Lopez Wealth Management Group as a Financial Advisor. Having worked at UBS for over 20 years, Federico specializes in comprehensive financial planning, investment planning and investment management. His approach is client-centered, focusing on understanding each client’s unique financial situation and providing personalized strategies for long-term financial stability and success.
Federico holds the General Securities Representative License, Series 7 and the Uniform Combined State Law License, Series 66. In Puerto Rico, he holds insurance and annuity licenses, including life, health, disability, and variable annuities.
Federico enjoys fishing with his son Sebastian and is an avid athlete.
Registered States:
CT
FL
GA
NJ
NY
PA
PR
VA
VI
Senior Vice President–Wealth Management
Financial Advisor
Role: First Vice President Wealth Management
Education and Credentials:
Professional History:
Joined UBS in 2003 and became a member of Lopez Wealth Management Group as a Financial Advisor. Having worked at UBS for over 20 years, Federico specializes in comprehensive financial planning, investment planning and investment management. His approach is client-centered, focusing on understanding each client’s unique financial situation and providing personalized strategies for long-term financial stability and success.
Federico holds the General Securities Representative License, Series 7 and the Uniform Combined State Law License, Series 66. In Puerto Rico, he holds insurance and annuity licenses, including life, health, disability, and variable annuities.
Federico enjoys fishing with his son Sebastian and is an avid athlete.
Registered States:
CT
FL
GA
NJ
NY
PA
PR
VA
VI
Director
Senior Wealth Strategy Associate
Director
Senior Wealth Strategy Associate
Client Associate
Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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