United Planners' Financial Services of America A Limited Partner

United Planners’ Financial Services of America A Limited Partner, una entidad legal en Arizona, proporciona servicios de asesoramiento financiero a 61 clientes con un personal de 515 empleados, de los cuales 411 son asesores. La firma está registrada en la SEC y fue aprobada el 28 de enero de 2000.

• CHAD TRAVIS SHINDEL

  VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO) posee menos de 5%

• DAVE B HAUER

  VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER posee menos de 5%

• DAVID ALAN SHINDEL

  CHIEF EXECUTIVE OFFICER (CEO) posee menos de 5%

• KENNETH JR OLIVERIO

  EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER posee menos de 5%

• MICHAEL A BAKER

  PRESIDENT posee menos de 5%

• SHEILA JUNE CUFFARI-AGASI

  EXECUTIVE VICE PRESIDENT posee menos de 5%

• UNITED PLANNERS' GROUP, INC.

  GENERAL PARTNER posee 75% o más

• DAVID ALAN SHINDEL

  CHIEF EXECUTIVE OFFICE (CEO) posee más del 25% pero menos del 50%

• MICHAEL A BAKER

  PRESIDENT FINANCE

• Corepath Wealth Partners LLC
• Ashton Thomas Private Wealth LLC
• DEW Wealth Management LLC
• HENRY + HORNE WEALTH MANAGEMENT
• TMD & Associates Inc
• Total Investment Management Inc
• GLOBAL STRATEGIC INVESTMENT SOLUTIONS
• The American Institute FOR Advanced Investment Management LLP
• Juncture Wealth Strategies LLC
• BWM Advisory LLC

• Certain DWS Closed-End Funds Declare Monthly Distributions