John
Ferro
United Financial Planning Group LLC
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About this Advisor
John Ferro is a financial advisor based in Hauppauge, New York, working with United Financial Planning Group LLC. John has previously held positions at United Financial Planning Group, LLC and Eagle Trading Systems. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, John is part of United Financial Planning Group LLC, which operates out of Hauppauge, New York. The firm has 4 offices and 8 employees. The firm manages assets totaling $244.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at United Financial Planning Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Financial Planning Group LLC Brokerage Details
$244,355,449
8
732
$333,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Ferro Work History
United Financial Planning Group, LLC
Eagle Trading Systems
Disclosures
Please visit the SEC profile of John Ferro 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
Whitestone, NY
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
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.
