Julianne
Rose

Ubs Financial Services Inc

CRD#6349453
Investment Advisor
in Florham Park, NJ

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About this Advisor

Julianne Rose is a financial advisor based in Florham Park, New Jersey, working with UBS Financial Services Inc. Julianne has previously held positions at Chili's Bar and Grill and UBS Financial Services. Julianne has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Julianne is part of UBS Financial Services Inc, which operates out of Florham Park, New Jersey. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and educational seminars. The fee structure at UBS Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

500 Campus Drive 2Nd Floor
Florham Park, NJ 07932

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

NJ Average: $10,121,009,343
Total Number of Employees

12,701

NJ Average: 92
Total Number of Accounts

1,093,486

NJ Average: 6,978
Average Account Size

$642,338

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops

Julianne Rose Work History

2017 - Present (7 years)

Ubs Financial Services

2014 - 2017 (3 years)

Ubs Financial Services

2010 - 2015 (5 years)

Chilis Bar And Grill

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Julianne Rose to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Financial Services Inc

Hailey Van Avery
Everett, WA
Dominic Russo
Weehawken, NJ
Matthew Smith
Bethesda, MD
Vincent Andrighetto
Palo Alto, CA
Emily Puckett
Knoxville, TN
Lauren Srour
Short Hills, NJ
Jasmine Richardson
Mount Laurel, NJ
Samantha Wagner
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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