Alexis Kristine Green
Investment adviser representative at UBS Financial Services Inc.
9 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- UBS Financial Services Inc.Jul 2025 to now
- Pgr FinancialJan 2025 to Jun 2025
- Eagle Strategies LLCNov 2024 to Jun 2025
- Nylife Securities LLCFeb 2023 to Jun 2025
- New York Life Insurance CompanyAug 2022 to Jun 2025
- Paladin ServicesAug 2021 to Aug 2022
- Sno King Snoqualmie Ice ArenaSep 2020 to Aug 2021
- Seattle UniversitySep 2017 to Aug 2020
- Conover InsuranceJul 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7580522
- Firm CRD
- 8174