linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Joseph Ferro

United Financial Planning Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Joseph Ferro

John Joseph Ferro is a financial advisor with over 20 years of experience in the financial services industry. John is currently registered with United Financial Planning Group LLC in Hauppauge, New York. John has been with the firm since 2021. John has a strong background in portfolio management, financial planning, and pension consulting. John provides financial advice to individual clients, including high-net-worth individuals. John specializes in investment planning, retirement planning, and estate planning. John has a Series 3, Series 7, Series 63 and Series 65 licenses.

Firm Information

John Ferro is currently registered with United Financial Planning Group LLC. United Financial Planning Group LLC is an investment advisor based in Hauppauge, New York. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. United Financial Planning Group LLC has approximately $244 million in assets under management.
United Financial Planning Group LLC

350 MOTOR PARKWAY

HAUPPAUGE, NY 11788-2981

$244.36M

Assets Under Management

30

Total Clients

4

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Ferro’s Registration & Firm History

NY

12/11/2021 - Present

United Financial Planning Group LLC (HAUPPAUGE NY)

IL

07/12/2002 - 04/07/2005

FIMAT USA, LLC (CHICAGO IL)

NY

02/03/1999 - 07/24/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

CT

10/14/1997 - 10/01/1998

ABN AMRO INCORPORATED (STAMFORD CT)

NY

07/07/1995 - 05/12/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

Not sure if John Joseph Ferro is right for you?

Licenses & Designations

IA

Issued 12/10/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2023

Series 3 - National Commodity Futures Examination

BC

Issued 07/06/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Joseph Ferro.
Not sure if John Joseph Ferro is right for you?