Julie Anne Vanderveen

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  Ubs
  Weehawken, NJ

Other Businesses

Global Equity Organization / 1442 E. Lincoln Ave #487 Orange, California 92865 / Association (e.g. Trade or Industry, Sport)/ Other Employee equity compensation -The Global Equity Organization (GEO) is a member-founded and member-driven not-for-profit organization dedicated to advancing knowledge and understanding of equity compensation worldwide through a global community of well-informed professionals. / GEO was founded in 1999 to support corporate executives and equity compensation professionals dealing with the challenges of creating, managing and administering employee share plans large and small, national and global. GEO has more than 4,500 individual members representing over 1,500 companies and professional firms in more than 60 countries around the world / Member of Board of directors / GEO's Board of Directors is responsible for the oversight and governance of GEO as well as ensuring that the necessary resources are in place to provide for the longevity of the organization. The Board consists solely of volunteers and is open to representatives from all membership constituencies (corporate issuers, service providers, advisors, academia and government representatives). GEO is fortunate that our board members are some of the most accomplished professionals in the global employee share plan and executive compensation communities. / Start Date 7/1/2019

Exams

• S66 Uniform Combined State Law Examination
  2013-08-22

Other Names

• Julie Anne Gustafson