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Marchelle Yvette Alexander

Ubs Financial Services Inc.

Kansas City, MO

Leawood, KS

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2012-09-05
MO RA APPROVED 2012-09-05
  • KS RA
    APPROVED
    Since 2012-09-05
  • MO RA
    APPROVED
    Since 2012-09-05

Branch Locations

4622 Pennsylvania Avenue 8Th Floor, Kansas City, MO 64112 • United States

One Hallbrook Place 11150 Overbrook Road, Leawood, KS 66211-2298 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Kansas City MO 08/2012 Present
Previous Registrations
  • 2009-06-01 → 2012-09-11
    Morgan Stanley
    Leawood, KS
  • 2007-11-06 → 2009-06-01
    Morgan Stanley & Co. Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-05
S63 Uniform Securities Agent State Law Examination 1994-09-27
  • S65 Uniform Investment Adviser Law Examination
    2007-11-05
  • S63 Uniform Securities Agent State Law Examination
    1994-09-27
Other Names
  • Marchele Yvette Lee

View on SEC IAPD

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William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

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