Featured Links
Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.
- Certified Financial Planner Board of Standards Inc
- Financial Industry Regulatory Authority Inc. (FINRA) - Previously known as the NASD.
- Financial Planning Standards Board - A non profit association that owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and logo with flame, outside the USA and permits qualified individuals to use these marks to indicate that they have met the FPSB’s initial and ongoing certification requirements.
- United Planners Financial Services of America - (United Planners) is a Securities and Exchange Commission (SEC) registered investment advisor, broker/dealer, a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). United Planners provides countless services behind the scenes to help us operate and be independent. Services include compliance, due diligence, platforms, trading, investment, insurance, research and technology. To download the United Planners' disclosure documentation, known as the “Investment Advisory Services Form ADV, Part 2A”, visit the United Planners web site.
- United Planners Financial Services of America - CLOSE UP - news - Click to watch
Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.