Alexander Cowan (CRD# 6630262) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 5 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services, Inc. | Wayzata, MN | Nov 2021 - Current | 2 |
Bank Of America, N.a. | Minneapolis, MN | Sep 2018 - Nov 2021 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis, MN | Jun 2018 - Nov 2021 | 3 |
Unemployed | Shakopee, MN | Apr 2018 - Jun 2018 | < 1 |
Ameriprise Financial Services Inc. | Minneapolis, MN | Oct 2017 - Apr 2018 | < 1 |
Unemployed | Shakopee, MN | Sep 2017 - Oct 2017 | < 1 |
Double Seven Development | Edina, MS | May 2017 - Sep 2017 | < 1 |
Northwestern Mutual | Edina, MN | May 2016 - May 2017 | 1 |
University Of Minnesota. Twin Cities | Minneapolis, MN | Jan 2016 - May 2017 | 1 |
University Of Minnesota | Minneapolis, MN | Sep 2015 - Feb 2016 | < 1 |
Thirdchannel | Edina, MN | Jul 2015 - Sep 2015 | < 1 |
American Diabetes Association | Atlanta, GA | May 2015 - Jul 2015 | < 1 |
University Of Minnesota | Minneapolis, MN | Jan 2015 - May 2015 | < 1 |
Jcrew | Edina, MN | Nov 2014 - Jan 2015 | < 1 |
Normandale Community College | Minneapolis, MN | Jan 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- MN
- TX
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Total Assets Under Management600,809MILLIONS
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Total Number of Accounts1,077,471ACCOUNTS
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Average Account Value$557,610
- 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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