Abe BochnerCRD Number: 1882472
Current Firm: United Planners' Financial Services Of America A Limited Partner
Abe Bochner (CRD# 1882472) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 28 years of experience in the finance industry. Abe Bochner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|United Planners Financial Services||Scottsdale, AZ||Aug 1999 - Current||17|
|Independent Insurance Agent||Phoenix, AZ||Aug 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S65||NASAA Investment Advisors Law Examination||May 1995|
Total Assets Under Management1,806MILLIONS
Total Number of Accounts9,587ACCOUNTS
Average Account Value$188,339
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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