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Alex Case Location
Marblehead, MA, US
Alex Case Work
Financial Advisor @ (September 1999 - Present)
Real Estate Agent @ Carlson Real Estate (December 1996 - September 1999)
Alex Case Education
Lake Forest College
History
1991-1994
Alex Case Skills
Wealth Management
Financial Planning
Series 7
Investment Advisory
Asset Allocation
Fixed Annuities
Short Sales
Alex Case Summary
Alex Case, based in Marblehead, MA, US, is currently a Financial Advisor at UBS Financial Services. Alex Case brings experience from previous roles at Carlson Real Estate. Alex Case holds a 1991 - 1994 History @ Lake Forest College. With a robust skill set that includes Wealth Management, Financial Planning, Series 7, Investment Advisory, Asset Allocation and more. Alex Case has 2 emails and 2 mobile phone numbers on RocketReach.
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