Kostandinos Alexiou

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → Present
  Ubs Financial Services, Inc
  Charlotte, NC
• 02/2018 → 09/2019
  Wells Fargo
  Charlotte, NC
• 02/2017 → 02/2018
  Wells Fargo
  Hilton Head Island, NC
• 08/2012 → 02/2017
  "It's Greek To Me" Restaurant
  Hilton Head Island, SC

Other Businesses

1. eAgora Marketplace, A online Greek Marketplace selling candy and Soft drinks, Owner, Shipping merchandise to customers, start date-1/9/2019, Green Drive Charlotte/USA NCUnited States.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-13