Ramona Maior
Ramona Maior is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Phoenix, AZ, with 12 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
3200 N. Central Ave, Suite #200, Phoenix, AZ, 85012
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ramona is an adjunct professor at Grand Canyon University, teaching personal finance, and a volunteer communications team lead for Greater Phoenix FPA. She also works as a relationship manager providing coaching for PFG Advisors, and operates under the DBA Medicare Flyer.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
The Wealth Consulting Group
LPL Financial LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.