Shallon is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary designee, a registered representative with United Planners...
Jarrod is a Registered Representative offering securities through United Planners Financial Services, a member of FINRA/SIPC and an Investment Advisor...
Fred Sweers is a Registered Representative with United Planners and Investment Advisor Representative with Bradford Financial Center. As a financial...