Rose UzunovaCRD Number: 5345290
Current Firm: Hartford Funds Management Company, LLC
Rose Uzunova (CRD# 5345290) is an Investment Advisor Representative working at Hartford Funds Management Company, LLC in Radnor, PA and has over 9 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Hartford Funds Management Company, LLC||Radnor, PA||Sep 2015 - Current||1|
|Hartford Funds Distributors, LLC||Radnor, PA||Sep 2015 - Current||1|
|Blackrock Investments, LLC||San Francisco, CA||Jan 2014 - Sep 2015||1|
|Wells Fargo Funds Distributor, LLC||Menomonee Falls, WI||Feb 2011 - Jan 2014||2|
|Associated Investment Services, Inc.||Green Bay, WI||Jul 2009 - Feb 2011||1|
|Associated Bank||Milwaukee, WI||Jan 2009 - Feb 2011||2|
|Unemployed||Milwaukee, WI||Jul 2008 - Jan 2009||< 1|
|Morgan Stanley & Company, Incorporated||Wauwatosa, WI||May 2007 - Aug 2008||1|
|University Of Wisconsin Milwaukee||Milwaukee, WI||Oct 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management91,886MILLIONS
Total Number of Accounts85ACCOUNTS
Average Account Value$1,081,007,749
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, IL, MD, MI, MO, NJ, NY, OH, PA, SC, TX, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.