Client Associate
Allie began her career at UBS in 2015 as a Registered Client Service Associate. She has over 12 years of industry experience as a Registered Representative and Regional Advisory Consultant. Soon after receiving her Bachelor's of Business Administration degree in Finance from Texas State University, Allie became registered as a General Securities Representative and a Uniform Securities State Agent (Series 7 and 63). With a focus on service and support, Allie works closely with me to manage all aspects of the client relationship.
Education
Client Associate
Allie began her career at UBS in 2015 as a Registered Client Service Associate. She has over 12 years of industry experience as a Registered Representative and Regional Advisory Consultant. Soon after receiving her Bachelor's of Business Administration degree in Finance from Texas State University, Allie became registered as a General Securities Representative and a Uniform Securities State Agent (Series 7 and 63). With a focus on service and support, Allie works closely with me to manage all aspects of the client relationship.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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