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James W
Series 66
Anchorage, AK
UBS Financial Services
James Wilcox is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.
Levi R
Series 66
Anchorage, AK
UBS Financial Services
Levi Robinson is a Series 66-licensed financial advisor with UBS Financial Services in Anchorage, Alaska, where he has worked since 2005. He has 20 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.
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