Alexandra J. Markulis
Professional summary
Alexandra John Markulis, who also goes by Alexandra Markulis, Ali Markulis, is a registered financial advisor currently at THE WEALTH COLLABORATIVE located in Santa Monica, California.
Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alexandra has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alexandra John Markulis's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 24, 2024 - Present
THE WEALTH COLLABORATIVE
February 8, 2019 - August 9, 2024
UBS FINANCIAL SERVICES INC.
November 15, 2018 - August 9, 2024
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/29/2024)
(9/24/2024)
Exams
Current Firm
THE WEALTH COLLABORATIVE
CRD#: 329753 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 403,044 |
Red Flags
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