Unclaimed Profile

Sheila June Cuffari-Agasi

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER·SCOTTSDALE, Arizona

SIE, Series 7, Series 24, Series 63, Series 6621 years registeredUNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

7333 EAST DOUBLETREE RANCH RD, SUITE 120, SCOTTSDALE, AZ 85258CRD# 2401020Firm CRD# 20804

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sheila June Cuffari-Agasi · SCOTTSDALE, AZ

Registration

CRD #2401020 · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · 21 years registered

Brand Profile

Not yet started

Career History

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Jan 2007 – present

INVEST FINANCIAL CORPORATION

Nov 2005 – Dec 2006

SCOTTSDALE, AZ

TOTAL INVESTMENT MANAGEMENT INC

Jun 2005 – Nov 2006

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · June 29, 2005

Years registered · 21

Disclosure History

2005Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD 20804 · SEC 801-57198

AUM

$9.3B

Regulatory assets under management

Employees

570

43,221 client accounts

Services offered by UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER →

Introduction

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Frequently Asked Questions

What services does Sheila June Cuffari-Agasi offer?

Sheila June Cuffari-Agasi specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Sheila June Cuffari-Agasi's credentials?

Sheila June Cuffari-Agasi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheila June Cuffari-Agasi located?

Sheila June Cuffari-Agasi is based in SCOTTSDALE, Arizona, working with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Sheila June Cuffari-Agasi charge for services?

Sheila June Cuffari-Agasi's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER?

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER has approximately 570 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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