Alice AbdalianCRD Number: 2520368
Current Firm: Ubs Financial Services Inc.
Alice Abdalian (CRD# 2520368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Denver, CO and has over 26 years of experience in the finance industry.
Motley Fool Wealth Management, LLC
Winding Trail Financial Planning, LLC
|Ubs Financial Services Inc.||Denver, CO||Jul 2013 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1997|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management600,809MILLIONS
Total Number of Accounts1,077,471ACCOUNTS
Average Account Value$557,610
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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