Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Wilson is a financial advisor registered with UBS Financial Services Inc. with more than 10 years of experience in the financial services industry. Alexander's current registrations include both broker-dealer and investment advisor registrations, allowing them to provide a wide range of services to their clients. Previously, Alexander was registered with Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Their registrations cover several states, including New York, New Jersey, and Texas. Alexander's experience, coupled with their commitment to providing excellent service, makes them a valuable resource for clients seeking financial guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
07/26/2017 - Present
UBS Financial Services Inc. (ROCHESTER NY)
NY
04/16/2015 - 02/22/2017
FIDELITY BROKERAGE SERVICES LLC (ROCHESTER NY)
NJ
05/24/2011 - 03/04/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRANFORD NJ)
NY
05/07/2010 - 04/15/2011
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 12/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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