Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Cuffari-agasi is an investment advisor representative with United Planners' Financial Services of America A Limited Partner. Sheila has been in the industry since 1995 and has a strong track record of providing financial advice to individuals, families, and businesses. Sheila is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds several industry designations. Sheila works in the Scottsdale, AZ office of United Planners' Financial Services of America A Limited Partner.
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.
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AZ
01/24/2007 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
11/01/2005 - 12/04/2006
INVEST FINANCIAL CORPORATION (SCOTTSDALE AZ)
AZ
10/31/2005 - 11/07/2005
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
10/05/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
09/22/1997 - 09/15/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
09/12/1995 - 09/05/1997
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
BOTH
Issued 06/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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