Alyssa Bell, financial advisor Wayzata MN
90 score

Alyssa Bell

CRD Number: 5953741
Current Firm: Ubs Financial Services Inc.

Alyssa Bell (CRD# 5953741) 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.

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Company Name Location Dates Years
Ubs Financial Services, Inc. Wayzata, MN Dec 2012 - Current 4
Securian Financial Services, Inc. St. Paul, MN Jul 2012 - Nov 2012 < 1
Cri Securities, Inc. St. Paul, MN Jul 2012 - Nov 2012 < 1
North Star Resource Group St. Paul, MN Jun 2012 - Nov 2012 < 1
Securian Financial Services, Inc. St. Paul, MN Jun 2012 - Jun 2012 < 1
Ameriprise Financial Services Minneapolis, MN Jul 2011 - Jun 2012 < 1
Baylor University Waco, TX Aug 2007 - May 2011 3
White House Black Market Minnetonka, MN May 2007 - May 2010 3
Maple Grove Senior High School Maple Grove, MN Jul 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Feb 2015
Contact Info for Alyssa M. Bell
Phone Number: 201-352-3000
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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