Eric
Swierczek
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Eric Swierczek is a chartered financial consultant operating in Scottsdale, Arizona who has 1 year of relevant experience. Swierczek works at United Planners' Financial Services Of America A Limited Partner. Over the course of their career, they have held roles at Fsic, Financial Services Int'L Corp. Aka Fsic, National Securities Corporation, National Asset Management, United Planners Financial Services, Eric Swierczek and Ejs Wealth Management. Swierczek maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Colorado and Texas. United Planners' Financial Services Of America A Limited Partner is an advisory business that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 advisors. It has $6 billion in assets under management among its 50,361 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 83 charities and foundations. Of its 50,361 client accounts, just 10% are held by high-net-worth individuals who have more than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on the financial services offered. However, fee types billed by United Planners' Financial Services Of America A Limited Partner likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Eric Swierczek Work History
Eric has been registered as a financial advisor for 1 years.*
United Planners Financial Services
Eric Swierczek
Ejs Wealth Management
National Securities Corporation
National Asset Management
Fsic
Financial Services Int'L Corp. Aka Fsic
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Swierczek 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
Ferndale, WA
Matthews, NC
Salisbury, NC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Cypress, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
