Joyce Ann Slutsker

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

• 03/2010 → 03/2021
  H.BEck, Inc.
  Rockville, MD
• 04/2021 → 08/2024
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 08/2024
  Grove Point Investments, Llc
  Rockville, MD
• 08/2024 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 04/1980 → Present
  Joyce Slutsker
  Naples, FL
• 02/2009 → 12/2025
  Dsstt, Llc
  Naples, FL

Previous Registrations

• 2021-04-01 → 2024-08-30
  Grove Point Advisors, Llc
  Rockville, MD
  Naples, FL
  Rockville, MD
  St. Louis Park, MN
• 2014-01-06 → 2021-04-01
  Grove Point Investments, Llc
  St. Louis Park, MN
  Naples, FL

Other Businesses

1.) FIRST POINT FINANCIAL (FSTPT) - MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - NAPLES, FL - SINCE 01/2010 - INVESTMENT RELATED 2.) JOYCE SLUTSKER - SOLE PROPRIETOR - NON-VARIABLE INSURANCE - NAPLES, FL - SINCE 04/1980 - INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-12-19

Designations

• Chartered Financial Consultant

Other Names

• Joyce Ann Sealine