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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marchelle? Claim Your ProfileMarchelle Yvette Alexander is a financial advisor with over 20 years of experience in the financial services industry. Marchelle is currently registered with UBS Financial Services Inc. Previously Marchelle worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Banc of America Investment Services, Inc., NationsSecurities, and Boatmen's Investment Services, Inc. Marchelle holds FINRA Series 7, 9, 10, 31, 63, and 65 licenses. Marchelle is licensed in Illinois, Iowa, Kansas, Missouri, Nebraska, and Oklahoma.
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
MO
09/05/2012 - Present
UBS Financial Services Inc. (Kansas City MO)
KS
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (LEAWOOD KS)
KS
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OVERLAND PARK KS)
KS
01/02/2003 - 04/02/2007
MORGAN STANLEY DW INC. (OVERLAND PARK KS)
MA
01/01/1998 - 01/14/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
08/13/1997 - 01/01/1998
NATIONSSECURITIES
MO
08/17/1994 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
IA
Issued 11/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/1994
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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