Alexander Cowan, financial advisor Wayzata MN

Alexander Cowan

CRD Number: 6630262
Current Firm: Ubs Financial Services Inc.

Alexander Cowan (CRD# 6630262) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services, Inc. Wayzata, MN Nov 2021 - Current < 1
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
Banana Republic Edina, MN Nov 2013 - Jan 2014 < 1
Normandale Community College Minneapolis, MN Jul 2013 - Nov 2013 < 1
Edina High School Edina, MN Jun 2010 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Alexander Cowan
Phone Number: 201-352-3000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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