Zachary
Daniels
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Zachary Daniels is a financial advisor based in Wallingford, Connecticut, working with United Planners' Financial Services Of America A Limited Partner. Zachary has previously held positions at Webster Bank, Lpl, Investacorp Inc, Investacorp Advisory Services, Securities America, Inc, Securities America Advisors, Inc, United Planners' Financial Services Of America A Limited Partner, Reclaim Christian Church, Tribute Financial, Keystone Building, Zachary Daniels and Testament, LLC. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Zachary is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Wallingford, Connecticut. 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
Zachary Daniels Work History
United Planners' Financial Services Of America A Limited Partner
Tribute Financial
Keystone Building
Zachary Daniels
Testament, LLC
Securities America, Inc
Securities America Advisors, Inc
Reclaim Christian Church
Investacorp Inc
Investacorp Advisory Services
Webster Bank
Lpl
Disclosures
Please visit the SEC profile of Zachary Daniels 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.
