Matthew
De Heras
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Matthew De Heras is a financial advisor based in Scottsdale, Arizona, working with United Planners' Financial Services Of America A Limited Partner. Matthew has previously held positions at The Prudential Insurance Company Of America, Pruco Securities, LLC, United Planners' Financial Services, Matthew De Heras, De Heras Wealth Management, Mdtb, LLC, and Advantis Advisors. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Matthew is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Scottsdale, Arizona. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew De Heras Work History
Mdtb, LLC
Advantis Advisors
Matthew De Heras
United Planners' Financial Services
De Heras Wealth Management
Matthew De Heras
The Prudential Insurance Company Of America
Pruco Securities, LLC
Disclosures
Please visit the SEC profile of Matthew De Heras to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
