John D. Alex,  CFP<sup>&reg;</sup> - Financial Advisor

John D. Alex, CFP®

ChFC, CIMA,AIFA

Exceutive Director

UBS

1285 Avenue of the Americas
NY, NY 10019
(212) 713-3950

General

John Alex is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS in NY, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CIMA, AIFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

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