Harry Marmer
CRD Number: 1081781Current Firm: United Planners' Financial Services Of America A Limited Partner
Harry Marmer (CRD# 1081781) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 34 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Charitable Programs - D.c. Glory Youth Wresting | Montgomery Village, MD | May 2015 - Current | 8 |
Integrated Trust Systems | Montgomery Village, MD | Nov 2012 - Current | 11 |
United Planners Financial Services Of America | Scottsdale, AZ | Apr 2004 - Current | 20 |
Harry L Marmer Insurance Clu | Montgomery Village, MD | Aug 1982 - Current | 41 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1990 |
S65 | NASAA Investment Advisors Law Examination | Apr 1994 |
- MD
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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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