Qualifications

We project approximately 150 Limited Partnership interests will be granted. Limited Partners may
include qualified individual practitioners and/or qualified practices organized as partnerships or corporations.
United Planners' is looking for investment professionals that:

• Have an excellent professional reputation
• Have achieved a professional designation or comparable experience
• Have a clean regulatory history
• Have a record of consistent production at a level of $250,000* GDC or above
  
  

The individual practitioner or, in larger practices a primary individual,
must be a Registered FINRA Principal with United Planners'.

All applicants for Limited Partnership interests must meet the ethical and
other professional standards adopted by the firm.

As a Limited Partner, YOU share the profits. You make NO investment to become
either a Limited Partner or an Associate of United Planners' Financial Services of America.

Applicants may be admitted as Limited Partners upon registration, after demonstrating their qualifications. Alternatively, a qualified practitioner may join as an Associate initially and later apply (or be invited by Management) to join the Partnership based on their experience as an Associate of the firm.

*This number is subject to increase at the discretion of senior management.

 

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