Ramin Ghaffari

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1995 → Present
  Self Employed
  Carrollton, TX
• 08/1995 → 11/2016
  Transamerica Financial Advisors, Inc.
  Plano, TX
• 05/2016 → Present
  Signator Investors, Inc.
  Plano, TX
• 11/2016 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 11/1990 → Present
  Ron Ghaffari
  Plano, TX
• 01/2019 → Present
  Ron Ghaffari And Associates, Llc
  Plano, TX

Previous Registrations

• 2016-05-13 → 2016-11-08
  Signator Investors, Inc.
  Gold River, CA
  Plano, TX
• 1995-08-18 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Heath, TX
  Gold River, CA
  Plano, TX

Other Businesses

1.) RON GHAFFARI - INSURANCE AGENT - NON-VARIABLE INSURANCE - PLANO,TX - SINCE 11/1990 - INVESTMENT RELATED 2.) RON GHAFFARI AND ASSOCIATES, LLC - OWNER - SOLE PURPOSE FOR TAXES - PLANO, TX - SINCE 01/2019 - NOT INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-12-07

Other Names

• Ron Ghaffari
• Ramin Ghaffari