Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Katherine Ultsch is a registered investment advisor representative with Rossby Financial, LLC. Ann has been in the industry since August 2022. Ann has a law degree from Duquesne University School of Law. Ann specializes in providing financial planning, pension consulting, and portfolio management services. Ann also provides family office services, portfolio management for businesses, and portfolio management for individuals. Ann is licensed in Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
07/15/2023 - Present
Rossby Financial, LLC (MELBOURNE FL)
Active
Inactive
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