United Planners
Company Profile
Status:Inactive
Industry:Nonclassifiable Establishments
Member:Nolan Stewart / Principal, inactive
Former Employees
| Position at United Planners | Next job position | |
|---|---|---|
| Aaron Sevigny | Registered PrincipalSince Aug 2006 |
AcadiaPresident & CEO Since Aug 2006 |
| Bradley Shearer | FINANCIAL PLANNERNov 2003 - Feb 2005 |
JP Morgan Chase BankPayment Services Specialist Since Aug 2011 |
| Brian Granville | Registered Rep |
|
| Dixie Miller | Office ManagerSince 1997 |
United Planners Financial ServicesOffice Manager |
| Jeannette Vernia | Sr. Vice PresidentSince 1987 |
United Planners' Financial Services of AmericaSr. VP |
| Jeremy Belfiore | Business Development2002 - 2005 Branch Development ConsultantJan 2004 - Sep 2006 |
Securities America Inc.Regional Director Since Oct 2011 |
| Jose Borges | Sr. Network EngineerJun 2005 - May 2012 |
|
| Julie Gebert | CCO2000 - 2007 |
Cambridge Investment ResearchAVP, Practice Management Since Jun 2009 |
| Paul Spassoff | Registered Principal2009 - 2011 |
Eventus Financial ServicesPresident Since 2009 |
| Peggy Halfaker | Administrative Assistance to financial plannerSince Jun 2014 |
|
| Rebecca Flemming | Health and Benefits ConsultantFeb 2011 - Mar 2013 |
Beta Benefits Insurance Services IncMedicare Sales Consultant Since Mar 2013 |
| Robert Shepherd | Registered Principal |
|
| Sheila Cuffari-Agasi, AifãÂî | VP Partner DevelopmentSince Dec 2006 |
|
| Shira Allen | Asst. Vice President |
|
| Susan Gough | Assistant Vice President Partner DevelopmentFeb 1992 - Jul 2011 |
Strategic Wealth AssociatesCompliance Coordinator Since Jul 2011 |
| Susanna Joiner | Vice President VP Advisory ServicesApr 2006 - Apr 2007 |
Argentus Partners, LLCChief Marketing Officer Since Mar 2011 |
| Victoria Bibbins | Compensation SpecialistSince 2011 |