Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Uliana? Claim Your ProfileUliana G. Michaelis is an investment advisor representative with Wealthspire Advisors. Uliana is registered with the state of Connecticut and New York. Uliana has passed the Series 65 exam and has a Certified Financial Planner designation. Uliana has experience working in the financial services industry since January 2015.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
05/25/2021 - Present
Wealthspire Advisors (Westport CT)
IA
Issued 04/21/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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