Amir
Noor
United Financial Planning Group LLC
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About this Advisor
Amir Noor is a certified financial planner working in Hauppauge, New York with 2 years of industry experience. Noor is currently employed by United Financial Planning Group LLC. Their career trajectory has included roles at Guardian Life Insurance Co, W.J. Valone Agency, Amir Noor Consulting Service, Full-Time Student, Park Avenue Securities LLC, United Financial Planning Group LLC, Cambium Group, Noor Light Enterprises LLC and Amir Noor. Noor maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey, New York and Texas. United Financial Planning Group LLC is an advisory firm that has its headquarters in Hauppauge, NY. The firm has offices in four locations and a total of seven employees. It manages $192 million in assets between its 166 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 166 client accounts, 26% are associated with high-net-worth individuals who have at least $1 million in investable assets. United Financial Planning Group LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management depend on the type of services offered. However, fee types billed by United Financial Planning Group LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Financial Planning Group LLC Brokerage Details
$191,476,704
7
166
$1,153,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Amir Noor Work History
Amir has been registered as a financial advisor for 2 years.*
United Financial Planning Group LLC
Amir Noor
Noor Light Enterprises LLC
Amir Noor Consulting Service
Cambium Group
Guardian Life Insurance Co
Guardian Life Insurance Co
Guardian Life Insurance Co
Park Avenue Securities LLC
W.J. Valone Agency
Full-Time Student
*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 Amir Noor 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 Financial Planning Group LLC
Huntington Station, NY
Hauppauge, NY
Whitestone, NY
Hauppauge, NY
Hauppauge, NY
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.
