Nancy Arlene Loveland

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

• 06/2004 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 02/1983 → Present
  Nancy Loveland - Self Employed Rep
  Phoenix, AZ
• 12/1981 → Present
  Nancy A. Loveland
  Phoenix, AZ

Previous Registrations

• 2003-03-11 → 2004-06-28
  Cetera Wealth Services, Llc
  Phoenix, AZ

Other Businesses

1.) NANCY A LOVELAND - AGENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 12/1981 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-31
• S63 Uniform Securities Agent State Law Examination
  1982-10-29

Designations

• Certified Financial Planner

Other Names

• Nancy Loveland Skinner
• Nancy Arlene Harrison