SEC CRD #801-120294
We're experienced wealth advisors dedicated to helping our clients achieve the peace of mind they desire. We're based in Tampa Bay, where our 13-person team includes 7 Certified Financial Planners™ with 30+ industry designations. We're very proud of this level of ... Unique Wealth, an independent registered investment advisor, works exclusively with successful individuals and business owners who are retired.
JESSICA THAYER
CHIEF COMPLIANCE OFFICER
📞 (813) 816-2030
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AUM
$966M
Location
TAMPA, FL
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