Alexander Grace (CRD# 7590368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has 1 year of experience in the finance industry.
CRD# 5898841
Lpl Financial LLC
CRD# 2583312
Hbks Wealth Advisors
CRD# 5368112
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Jamestown, NY | Jul 2022 - Current | 1 |
| Supplemental Health Care | Buffalo, NY | Feb 2022 - Jun 2022 | < 1 |
| Northwest Bank | Buffalo, NY | Oct 2016 - Feb 2022 | 5 |
| Wca Hospital (jamestown) | Jamestown, NY | Jun 2015 - Oct 2016 | 1 |
| Fredonia State University | Fredonia, NY | Aug 2015 - May 2016 | < 1 |
| Fredonia State University | Fredonia, NY | Aug 2014 - May 2015 | < 1 |
| Chautauqua Institution | Chautauqua, NY | Jun 2013 - Aug 2014 | 1 |
| Fredonia State University | Fredonia, NY | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- NY
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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