Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir Noor is a financial advisor at United Financial Planning Group LLC. Amir is a Certified Financial Planner™ professional who specializes in providing financial advice to individuals and high-net-worth individuals. Amir has been in the financial services industry since 2015 and has experience in various areas of financial planning, including portfolio management, pension consulting, and financial planning. Amir holds the Series 66, Series 7, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
04/04/2023 - Present
United Financial Planning Group LLC (HAUPPAUGE NY)
NY
04/24/2015 - 02/25/2021
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
BOTH
Issued 06/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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