Alexander BartolomeoCRD Number: 6349440
Current Firm: Ubs Financial Services Inc.
Alexander Bartolomeo (CRD# 6349440) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 3 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Ubs Financial Services Inc.||Charlotte, NC||Jun 2014 - Current||3|
|University Of South Carolina||Columbia, SC||Aug 2010 - May 2014||3|
|Vision Property Management||Columbia, SC||Aug 2013 - Oct 2013||< 1|
|Staples Inc.||Columbia, SC||Jun 2013 - Aug 2013||< 1|
|Smilemakers||Spartanburg, SC||Jun 2010 - Dec 2012||2|
|Aquatech Pool Management||Charlotte, NC||Jun 2011 - Aug 2012||1|
|Ardrey Kell High School||Charlotte, NC||Aug 2006 - Jun 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV