Kari Pel
CRD Number: 4030886Current Firm: United Planners' Financial Services Of America A Limited Partner
Kari Pel (CRD# 4030886) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cypress, CA and has over 24 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services Of America | Scottsdale, AZ | Sep 2003 - Current | 20 |
| Kari Pel | Cypress, CA | Sep 2000 - Current | 23 |
| Pel & Associates | Cypress, CA | Jan 2000 - Current | 24 |
| Vantaquest | Seal Beach, CA | May 2012 - Oct 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2003 |
- CA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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