Julie StewartsonCRD Number: 4454647
Current Firm: Ubs Financial Services Inc.
Julie Stewartson (CRD# 4454647) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Huntersville, NC and has over 14 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Ubs Financial Services Inc.||Huntersville, NC||Jun 2011 - Current||5|
|Morgan Stanley Smith Barney||Huntersville, NC||Jun 2009 - Jun 2011||2|
|Morgan Stanley & Company Incorporated||Huntersville, NC||May 2008 - Jun 2009||1|
|Ubs Financial Services Inc.||Charlotte, NC||Apr 2001 - May 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV