William
Beran
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
William Beran is a financial advisor based in Scottsdale, Arizona, working with United Planners' Financial Services Of America A Limited Partner. William has previously held positions at Kwik Products Inc, Freeport Logistics Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Usa Financial Securities, Axberg Wealth Management, Scottsdale Wealth Advisory Group, Pllc, United Planners Financial Services, Ilending Mortgage LLC, and Novus Home Mortgage. William has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, William 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
William Beran Work History
United Planners Financial Services
Ilending Mortgage LLC
Novus Home Mortgage
Usa Financial Securities
Axberg Wealth Management
Scottsdale Wealth Advisory Group, Pllc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Freeport Logistics Inc
Kwik Products Inc
Disclosures
Please visit the SEC profile of William Beran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Scottsdale, AZ
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Roseville, CA
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South San Francisco, CA
Melville, NY
Scottsdale, AZ
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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.
