Craig
Ferrantino
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Craig Ferrantino is a financial advisor based in Melville, New York, working with United Planners' Financial Services Of America A Limited Partner. Craig has previously held positions at United Planners' Financial Services Of America A Limited Partner, Craig Ferrantino, Quogue Fire Department, Next Financial Group Inc, and Craig James Financial Services, LLC. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Craig is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Melville, New York. 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
Craig Ferrantino Work History
Quogue Fire Department
United Planners' Financial Services Of America A Limited Partner
Craig James Financial Services, LLC
Craig Ferrantino
Next Financial Group Inc
Disclosures
Please visit the SEC profile of Craig Ferrantino 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
Scottsdale, AZ
Scottsdale, AZ
Minnetonka, MN
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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.
