Alexandra Markulis (CRD# 6981141) is an Investment Advisor Representative working at Ubs Financial Services Inc. in El Segunda, CA and has over 5 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Los Angeles, CA | Jul 2018 - Current | 5 |
| Unemployed | Rancho Palos Verdes, CA | May 2018 - Jun 2018 | < 1 |
| Jzpr | Santa Barbara, CA | Oct 2017 - Apr 2018 | < 1 |
| Our Lady Of Mount Carmel School | Montecito, CA | Oct 2017 - Apr 2018 | < 1 |
| University Of California, Santa Barbara | Santa Barbara, CA | Sep 2016 - Mar 2018 | 1 |
| Rolling Hills Country Day School | Rolling Hills, CA | Jun 2017 - Aug 2017 | < 1 |
| Rolling Hills Country Day School | Rolling Hills, CA | Jun 2016 - Aug 2016 | < 1 |
| University Of Washington | Seattle, WA | Sep 2014 - Jun 2016 | 1 |
| Incentive Solutions | Seattle, WA | Sep 2015 - Jan 2016 | < 1 |
| Rolling Hills Country Day School | Rolling Hills, CA | Jun 2015 - Aug 2015 | < 1 |
| March Of Dimes | Seattle, WA | Oct 2014 - May 2015 | < 1 |
| Palos Verdes High School | Palos Verdes Estates, CA | Sep 2010 - Aug 2014 | 3 |
| Jack's Surf Shop | Hermosa Beach, CA | Jun 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- CA
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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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