Raymond
Duenas

United Planners' Financial Services Of America A Limited Partner

CRD#3183730
Investment Advisor
in Winter Garden, FL

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About this Advisor

Raymond Duenas is a financial advisor based in Winter Garden, Florida, working with United Planners' Financial Services Of America A Limited Partner. Raymond has previously held positions at United Planners' Financial Services, Ray Duenas, Stewardship Estate Planning, Stewardship Advisory Group, and Raymond Duenas. Raymond has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Raymond is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Winter Garden, Florida. 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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

213 South Dillard Street Ste 120
Winter Garden, FL 34787

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$9,326,336,708

FL Average: $1,555,372,352
Total Number of Employees

570

FL Average: 37
Total Number of Accounts

43,221

FL Average: 1,370
Average Account Size

$215,783

FL Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Raymond Duenas Work History

2019 - Present (5 years)

Raymond Duenas

2011 - Present (13 years)

United Planners' Financial Services

2005 - Present (19 years)

Ray Duenas

2013 - 2019 (6 years)

Stewardship Advisory Group

2009 - 2019 (10 years)

Stewardhip Estate Planning

Disclosures

Please visit the SEC profile of Raymond Duenas 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

Kenneth Wilbanks
Chapel Hill, NC
Jarrod Nunn
Scottsdale, AZ
Christopher Kelly
Scottsdale, AZ
Sean Sweeney
Plano, TX
Devin Wendel
Scottsdale, AZ
Andrew Goyhenetche
South San Francisco, CA
Kenneth Brundage
Scottsdale, AZ
Brian Luce
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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