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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Marmer is a financial advisor at United Planners' Financial Services Of America, a Limited Partnership, with over 40 years of experience in the industry. He specializes in helping individuals, families, and small businesses reach their financial goals. Harry has also been an Independent Insurance Broker, offering non-variable insurance since 1978. He is licensed in multiple states and holds a variety of licenses and certifications, including the Series 6, 7, 22, 24, 26, 63, and 65.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
04/20/2004 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
IN
01/05/1990 - 04/23/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
12/20/1982 - 01/09/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
12/20/1982 - 12/31/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 04/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/17/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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