Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianne? Claim Your ProfileJulianne Przeszlo is an investment advisor representative for UBS Financial Services Inc. based in Pepper Pike, Ohio. Julianne has been active in the financial services industry since 1994. Prior to UBS Financial Services Inc., Julianne worked at McDonald Investments Inc. and Key Capital Markets, Inc. Julianne is a licensed Series 7 and Series 66 representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
03/18/2010 - Present
UBS Financial Services Inc. (PEPPER PIKE OH)
OH
02/09/2007 - 11/06/2009
UBS FINANCIAL SERVICES INC. (CLEVELAND OH)
OH
04/11/1997 - 02/09/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
02/15/1996 - 04/21/1997
KEY CAPITAL MARKETS, INC. (CLEVELAND OH)
OH
10/05/1995 - 02/16/1996
KEY INVESTMENTS INC. (CLEVELAND OH)
OH
09/06/1994 - 10/13/1995
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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