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https://www.unitedplanners.com/
Financial Planning: IBD Elite 2019. October. 2019. In Loving Memory of Dave Shindel ... July. 2019. United Planners' National Conference Breaks Another Record and Helps a Local Charity - Treasure House. April. 2019. 280 CapMarkets Announces Partnership with United Planners ... cleverDome Launches Secure Finanacial Services Solution at the 2017 ...
https://www.sonnlaw.com/investigations/united-planners-financial-services-complaints/
Sep 14, 2017 · United Planners Financial Services: Customer Disputes and Regulatory Actions Failure to Supervise Broker Use of Consolidated Reports . In September of 2016, the Financial Industry Regulatory Authority (FINRA) censured United Planners Financial Services and fined the firm $225,000 for its failure to adequately supervise its representatives.
https://www.bbb.org/us/md/towson/profile/financial-planning-consultants/united-planners-financial-services-of-america-0011-90233156
According to website, "Securities and Advisory Services offered through United Planners' Financial Services of America, A Limited Partnership, Member FINRA/SIPC" (www.retplanner.com)
https://www.bbb.org/us/az/scottsdale/profile/insurance-companies/united-planners-financial-services-of-america-1126-15005887
United Planners Financial Services Of America Insurance Companies. This is a multi-location business. Find a location. ... BBB asks third parties who publish complaints, reviews and/or responses ...
https://www.unitedplanners.com/PortalCMS/Our-Story.aspx
United Planners is a member of the Securities Investor Protection Corporation (SIPC). SIPC provides investors insurance coverage for the first $500,000 for securities including $100,000 for cash in the event of financial failure of the institution that custodies the client's assets.
https://www.glassdoor.com/Reviews/United-Planners-Reviews-E40102.htm
United Planners Financial Services of America is very successful in making use of cutting edge technology and making it available to the advisors & reps that contract with them. Additionally, UP upholds a conservative approach to compliance in the products they approve which greatly reduces the financial risks of our clients.2/5(10)
https://www.financial-planning.com/news/thomas-riquier-of-united-planners-financial-charged-in-real-estate-investment-scam
A high-producing advisor associated with IBD firm United Planners Financial Services of America has been charged with running a 26-year real estate investment scheme in Massachusetts that ...Author: Margarida Correia
https://www.stopbrokerfraud.com/news/brett-machtig/
Apr 03, 2018 · Fitapelli Kurta is interested in hearing from investors who have complaints regarding Mr. Machtig (CRD# 1420080). Brett Machtig has spent 31 years in the securities industry and has been registered with United Planners Financial Services of America in …
https://www.securitieslawattorneys.net/brett-ellen/
Dec 15, 2016 · The experienced attorneys at Fitapelli Kurta are interested in speaking to investors who have complaints regarding Mr. Ellen (CRD# 1460478). Brett Ellen has spent thirty years in the securities industry and has been registered with United Planners’ Financial Services of America in Calabasas, California since 2014.
https://www.glassdoor.com/Reviews/Financial-Services-of-America-Reviews-E237779.htm
Glassdoor has 65 Financial Services of America reviews submitted anonymously by Financial Services of America employees. Read employee reviews and ratings on Glassdoor to decide if Financial Services of America is right for you.5/5(61)
https://www.bloomberg.com/profile/company/7604387Z:US
Company profile page for United Planners Financial Services of America A LP including stock price, company news, press releases, executives, board members, and contact informationEmployees: 34
https://www.unitedfinancial.net/
Securities and Advisory services offered through United Planners Financial Services, Member FINRA/SIPC. United Financial Center and United Planners are not affiliated. For information concerning the licensing status or disciplinary history of a broker-dealer or BD agent a consumer should contact his or her state securities law administrator or ...
https://www.indeed.com/cmp/United-Planners-Financial-Services/reviews
United Planners Financial Services can be a good stepping stone but there is not much room for growth. Most employees have been with the company over a decade or are brand new - nothing in between. Not horrible but not great. Probably depends on the department.4/5(3)
https://www.stopbrokerfraud.com/news/jerry-guttman/
Dec 01, 2017 · Publicly available records provided by the Financial Industry Regulatory Authority (FINRA) and accessed on November 30, 2017 indicate that former Arizona-based United Planners’ Financial Services of America broker Jerry Guttman has been sanctioned by FINRA and barred from acting as a broker or otherwise associating with a broker-dealer firm.
https://money.usnews.com/financial-advisors/advisor/cary-urich-2132001
Compensation types are listed for United Planners' Financial Services Of America A Limited Partner. Contact the advisor for individual fee structure details. Contact the advisor for individual fee ...Occupation: Financial Advisor
https://money.usnews.com/financial-advisors/advisor/garth-fernandez-2783860
What Should I Know About This Advisor? Garth Fernandez is a financial advisor in Honolulu, HI. He has been in practice for 11 years, the last 6 years at United Planners' Financial Services.Occupation: Financial Advisor
https://www.israelsneuman.com/thomas-riquier-ponzi/
Massachusetts claims that Riquier’s scheme was over $1 million, and it seeks to punish both Riquier and United Planners Financial Services. Thomas Riquier was a financial advisor and registered representative of United Planners Financial Services of America from April 1992 to the present. He works at a branch office in Danvers, Massachusetts.
http://www.oneamerica.com/
OneAmerica is one of the fastest growing mutual insurance holding companies. The companies of OneAmerica provide financial education and life insurance, retirement and employee benefits products to consumers, businesses and financial professionals.
https://www.securitieslawattorneys.net/brett-machtig/
Nov 28, 2016 · The securities and investment fraud law firm Fitapelli Kurta is interested in speaking to investors who have complaints regarding Mr. Machtig (CRD# 1420080). Brett Machtig has spent thirty years in the securities industry and has been registered with United Planners Financial Services of America in Bloomington, Minnesota since July 2016.
http://www.americasplanners.com/
America’s Retirement Planners (ARP) is one of the fastest growing independent insurance and financial services marketing firm in the retirement industry. ARP’s licensed professionals offer the highest quality annuity products made available from only the Top A-Rated …
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