William Beran
CRD Number: 6688625Current Firm: United Planners' Financial Services Of America A Limited Partner
William Beran (CRD# 6688625) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 7 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 Planners Financial Services | Scottsdale, AZ | Jul 2021 - Current | 2 |
Ilending Mortgage LLC | Scottsdale, AZ | Jul 2020 - Current | 3 |
Novus Home Mortgage | Scottsdale, AZ | Jul 2021 - Nov 2021 | < 1 |
Scottsdale Wealth Advisory Group, Pllc | Scottsdale, AZ | Nov 2019 - Jul 2021 | 1 |
Usa Financial Securities | Ada Township, MI | Aug 2019 - Jul 2021 | 1 |
Axberg Wealth Management | Scottdale, AZ | Aug 2019 - Jul 2021 | 1 |
Bank Of America, N.a. | Scottsdale, AZ | May 2017 - Jul 2019 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale, AZ | Aug 2016 - Jul 2019 | 2 |
Freeport Logistics Inc. | Phoenix, AZ | Sep 2015 - Jun 2016 | < 1 |
Kwik Products Inc. | Phoenix, AZ | Feb 2010 - Oct 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- AZ
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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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