Unclaimed
Ian Michael Rose is an Investment Advisor Representative at Townsquare Capital, LLC. Ian Michael Rose has been in the industry since April 2022. Ian Michael Rose is registered with the state of Utah and has passed the Uniform Investment Adviser Law Examination. Ian Michael Rose specializes in providing services to Individuals, Corporations or other Businesses, Pooled Investment Vehicles, Insurance Companies and other Investment Advisors.
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.
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.
Sub-advisory 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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UT
07/13/2023 - Present
Townsquare Capital, LLC (PROVO UT)
IA
Issued 07/12/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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