Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Dandes is an investment advisor representative registered with UBS Financial Services Inc. Alexandra Dandes is also registered with the state of Texas. Alexandra has been in the financial industry for over 8 years. Prior to UBS Financial Services Inc., Alexandra worked at J.P. Morgan Securities LLC and Goldman Sachs & Co. LLC. Alexandra has a combined state law exam (Series 66) as well as other securities licenses including Series 57TO, SIE, Series 3 and Series 7.
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
TX
06/08/2021 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
04/17/2018 - 06/10/2021
J.P. MORGAN SECURITIES LLC (DALLAS TX)
FL
09/28/2015 - 04/17/2018
GOLDMAN SACHS & CO. LLC (MIAMI FL)
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 3 - National Commodity Futures Examination
BC
Issued 09/26/2015
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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