Rose Uzunova, financial advisor Radnor PA
93 score

Rose Uzunova

CRD 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 10 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Radnor PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Similar Advisors
Jeffrey Jones, financial advisor Radnor PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Similar Advisors
Richard Welch, financial advisor Radnor PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Company Name Location Dates Years
Hartford Funds Management Company, LLC Radnor, PA Sep 2015 - Current 2
Hartford Funds Distributors, LLC Radnor, PA Sep 2015 - Current 2
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
Contact Info for Rose Uzunova
Phone Number: 610-386-4000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.