About Our Staff

Operations Team

The Operations department at United Planners' acts as a liaison between you and Pershing.  We also act as OSJ for reps reporting to the Home Office and supervise OSJ's.  When necessary, we act on your behalf with mutual fund and/or annuity companies.  Our job is to help make your job easier. 

 

About our Staff

Together the Operations team of back-office professionals has the combined experience of over 150 years.  The Operations staff is here to help you with trades. ACAT's, IRA distributions, new accounts, check requests, FED wires and much more.  When trying to reach us, instead of an automated phone system you will be connected to an operations team member, not a call center.  You can actually speak to the person who is processing your request.  It is our goal to be fully trained in all areas to better assist you with your needs.