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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2004-04-20 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
Montgomery Village, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services Of America | Scottsdale | AZ | 04/2004 | Present |
| Harry L Marmer | Montgomery Village | MD | 01/1978 | Present |
| United Charitable Programs - D.C. Glory Youth Wresting | Montgomery Village | MD | 05/2015 | 08/2024 |
1.) HARRY L. MARMER - INDEPENDENT INSURANCE BROKER - NON-VARIABLE INSURANCE - MONTGOMERY VILLAGE, MD - SINCE 01/1978 - INVESTMENT RELATED 2.) MARMER FINANCIAL SERVICES LLC - ASSOCIATE/OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - MONTGOMERY VILLAGE, MD - SINCE 11/2015 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-12 |
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