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United Planners Financial Services

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Facts about United Planners Financial Services

Description
Website
unitedplanners.com
HQ Location
Scottsdale, AZ, United States
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Social media accounts of United Planners Financial Services

X
@unitedplanners
Facebook
@unitedplannersfinancialservices
Linkedin
@united-planners-financial-services

United Planners Financial Services employees

Charlie Harrison avatar
Charlie Harrison
President at Sequoia Advisory Group
David Shindel avatar
David Shindel
CEO
Eric Craig avatar
Eric Craig
AVP of Alternative Investments
Chad Shindel avatar
Chad Shindel
Vice President - Chief Financial Officer
Boyd Taylor avatar
Boyd Taylor
AVP - Marketing
Thane Walton avatar
Thane Walton
Assistant Vice President - Practice Management & Retirement Services
Scott O'Keeffe avatar
Scott O'Keeffe
AVP, Partner Development
Babette Molina avatar
Babette Molina
Assistant Vice President, Accounting
Rosemary Tipton avatar
Rosemary Tipton
Vice President Trading & Operations
Sheila Cuffari-Agasi avatar
Sheila Cuffari-Agasi
Executive Vice President & Chief Revenue Officer
Billy Oliverio avatar
Billy Oliverio
Executive Vice President - Chief Marketing Officer
Jimi Smith avatar
Jimi Smith
AVP Supervision
Michael Ruggieri avatar
Michael Ruggieri
Home Office OSJ Manager
Cameron Brown avatar
Cameron Brown
Advisor Team Support
Steven Timbal avatar
Steven Timbal
Financial Advisor
David McLenachen avatar
David McLenachen
Investment Advisor Representative/Registered Principal
Margaret Nucci avatar
Margaret Nucci
Registed Principal
Matt Wilson avatar
Matt Wilson
Registered Representative
Christy Rhodes-Margaritis avatar
Christy Rhodes-Margaritis
Business Solutions Manager
Diann Cassidy avatar
Diann Cassidy
Registered Principal
Alec Young avatar
Alec Young
Partner Development Consultant-United Planners
Brian Kobel avatar
Brian Kobel
Information Technology, Product support specialist
Karen Eldredge avatar
Karen Eldredge
Home Office OSJ Manager
Stephanie Barrett avatar
Stephanie Barrett
Regional Compliance Analyst
Will Harvey avatar
Will Harvey
Orion Tech Specialist
Tyson Sterling avatar
Tyson Sterling
Registered Principal
Philip Maliniak avatar
Philip Maliniak
Registered Principal
Norman Anderson avatar
Norman Anderson
Registered Principal
Dale Buckner avatar
Dale Buckner
Registered Principal
Alan Stephenson avatar
Alan Stephenson
Mike McCullough avatar
Mike McCullough
Financial Advisor
Kevin Belshaw avatar
Kevin Belshaw
Registered Representative with United Planners Financial Services of America
Ann Zlamal avatar
Ann Zlamal
Advisor Experience Manager
Phil Wheat avatar
Phil Wheat
CERTIFIED FINANCIAL PLANNER™/ Registered Principal
Joe Morson avatar
Joe Morson
Registered Representative
Richard Shields avatar
Richard Shields
Registered Principal

Frequent questions about United Planners Financial Services

How many employees does United Planners Financial Services have?
United Planners Financial Services has approximately 51-200 employees.
What is United Planners Financial Services's industry?
United Planners Financial Services is involved in the industry of Financial Services.
Where is United Planners Financial Services's headquarters?
United Planners Financial Services's headquarters is located in Scottsdale, AZ, United States.
What is the website of United Planners Financial Services?
You may visit their official website at https://unitedplanners.com
What's the official twitter of United Planners Financial Services
The twitter username of United Planners Financial Services is @unitedplanners
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