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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-06
  • VA RA
    APPROVED
    Since 2026-01-06

Branch Locations

Manassas, VA • United States

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Financial Associates Bethesda MD 09/2015 12/2025
Fischer Financial Services, Inc. Manassas VA 01/2026 Present
Nylife Securities Llc Bethesda MD 09/2025 12/2025
United Planners Financial Services Scottsdale AZ 01/2026 Present
Jeffrey W. Fischer Manassas VA 06/2024 Present
  • 09/2015 → 12/2025
    Strategic Financial Associates
    Bethesda, MD
  • 01/2026 → Present
    Fischer Financial Services, Inc.
    Manassas, VA
  • 09/2025 → 12/2025
    Nylife Securities Llc
    Bethesda, MD
  • 01/2026 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 06/2024 → Present
    Jeffrey W. Fischer
    Manassas, VA
Previous Registrations
Other Businesses

1.) JEFFREY W. FISCHER - INSURANCE AGENT - NON-VARIABLE INSURANCE - MANASSAS, VA - SINCE 06/2024 - INVESTMENT RELATED 2.) FISCHER FINANCIAL SERVICES, INC. - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - MANASSAS, VA - SINCE 01/2026 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
S65 Uniform Investment Adviser Law Examination 1997-06-03
S63 Uniform Securities Agent State Law Examination 1996-10-25
  • S66 Uniform Combined State Law Examination
    2025-10-22
  • S65 Uniform Investment Adviser Law Examination
    1997-06-03
  • S63 Uniform Securities Agent State Law Examination
    1996-10-25
Designations
Other Names
  • Jeffrey W Fischer
  • Jeff Fischer

View on SEC IAPD

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