personimage

Joseph Sotelo

Ubs Financial Services Inc.

Financial Planner in Scottsdale, AZ

Address:
4800 N Scottsdale Rd, Ste 4500
Scottsdale, AZ 85251
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About Joseph Sotelo

Joseph Sotelo is a financial professional at Ubs Financial Services Inc. located in Scottsdale, Arizona. Joseph Sotelo holds an industry securities registration subject to FINRA oversight having passed securities examinations including S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Joseph Sotelo provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Joseph Sotelo
4800 N Scottsdale Rd, Ste 4500
Scottsdale, AZ 85251

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for Joseph Sotelo

Looking for a financial advisor located near Scottsdale, Arizona? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.