United Advisors

Description

Address: 40 Wall St, New York, NY 10005: : Phone: : Place name: : Hours: : Category: Website: : Website: http://www.unitedadvisorsllc.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd phone number Unable to add this file. Please check that it is a valid photo. Add business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of United Advisors Wealth Management Posting publicly on the Web Write a review Reviews 1 Google review

United Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at United Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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United Advisors Employees

Employee
Years
Job
Industry
Damian Peter, CFP® Damian Peter, CFP® Greater New York City Area Details
Damian Peter, CFP®'s United Advisors Experience February 2004 - September 2013
Job President at Larkin Point Investment Advisors LLC
Industry Financial Services
Experience
Larkin Point Investment Advisors LLC   September 2013 - Present
United Advisors   February 2004 - September 2013
Smith Barney  April 2000 - February 2004

Skills
Wealth Management, Financial Services, Finance, Financial Advisory, Investment Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Asset Management

Education
University of Nebraska-Lincoln   1996 — 1998
Bachelor of Science (BS)

University of Notre Dame   1994 — 1996

Kurt Arseneau Kurt Arseneau Buffalo Grove, Illinois Details
Kurt Arseneau's United Advisors Experience January 2008 - Present
Job CoFounder at United Advisors
Industry Insurance
Experience
United Advisors   January 2008 - Present

Skills
Insurance, Small Business, Strategic Financial..., Fixed Annuities, Investments, Long-term Care, Marketing, IRAs, Life Insurance, Retirement Planning, Strategic Planning, Health Insurance

Education
Illinois State University

Steve Lewit Steve Lewit Greater Chicago Area Details
Steve Lewit's United Advisors Experience 1996 - 2015
Job Owner, Wealth Financial Group
Industry Financial Services
Experience
Wealth Financial Group  June 1992 - Present
United Advisors   1996 - 2015
United Advisors   1996 - 2015
United Advisors   1996 - 2015

Skills
Retirement, Fixed Annuities, Insurance, Health Insurance, Term Life Insurance, Financial Planners, Wealth, Financial Education, Retirement Planning, Life Insurance, Marketing, Financial Services, Estate Planning, Strategic Financial..., IRAs, Long-term Care, 401k, Sales, Investment Management, Disability Insurance, Financial Advisory, Investments, Small Business, Investment Strategies, Roth IRA, Mutual Funds, 401k Rollovers, Wealth Management, Universal Life, Series 7, Whole Life, Personal Finance, Wealth Accumulation, Long Term Care Insurance, Wealth Management..., Pensions, Asset Allocation, Finance, Securities, Investment Advisory

Education
The Graduate Center, City University of New York
MA, Economics

Scott Martin Scott Martin Greater Chicago Area Details
Scott Martin's United Advisors Experience August 2012 - Present
Job Fox News Contributor
Industry Financial Services
Experience
United Advisors   August 2012 - Present
Securities America, Inc. Member FINRA/SIPC   August 2012 - Present
Fox News Channel  February 2015 - Present
The Financial Network Group, LTD.   March 2011 - Present
Accent Asset Management   January 2011 - Present
Fox Business Network  February 2008 - February 2015
Astor Asset Management   March 2002 - January 2012

Skills
Portfolio Management, Securities, Mutual Funds, Financial Services, Management, Financial Advisory, Financial Markets, Asset Management, Strategic Planning, Asset Allocation, Social Media, FINRA, Financial Risk, Public Speaking, Investments, Insurance, Public Relations, Alternative Investments, Strategic Financial..., Investment Advisory, Finance, Series 7, Investment Strategies, Investment Management, Wealth Management, Series 63, Retirement Planning, ETFs, Bonds, Hedge Funds, Equities, Fixed Income, Options, Trading, Series 24, Equity Trading, Private Equity

Education
Denison University   1996 — 2000
BA, Economics, French

Western Reserve Academy   1994 — 1996
General Studies, Hudson, Ohio

Allen Cobb Allen Cobb Raleigh-Durham, North Carolina Area Details
Allen Cobb's United Advisors Experience December 2006 - March 2008
Job
Industry Computer Software
Experience
Magnus Health  December 2013 - May 2015
Magnus Health  March 2008 - December 2013
Magnus Health  March 2008 - January 2011
United Advisors   December 2006 - March 2008
The Jake Group   May 2005 - January 2007
The Advisory Board Company  July 2003 - May 2005
USA TODAY  May 2003 - August 2003

Skills
Marketing Strategy, Account Management, Client Retention, Client Communications, Operations, Strategic Planning, Help Desk Management, Product Management, Process Optimization, Business Process..., Business Process Design, Photoshop, Illustrator, InDesign, HTML + CSS, User Interface Design, User Experience, Wordpress, CRM software, Project Implementation, Implementation Services, Start-ups, API, Thought Leadership, Student Medical Records, CRM, Leadership, Lead Generation, Business Development, SaaS, SEO, Email Marketing, Management, Social Media, Marketing

Education
University of North Carolina at Chapel Hill   1998 — 2002
BA

Lukas Soderberg Lukas Soderberg Baltimore, Maryland Details
Lukas Soderberg's United Advisors Experience November 2009 - July 2010
Job Senior Operations Analyst at Millennial Media
Industry Marketing and Advertising
Experience
Millennial Media  July 2014 - Present
Millennial Media  July 2012 - July 2014
TEKsystems Global Services  January 2011 - September 2012
United Advisors   November 2009 - July 2010

Skills
Data Analysis, Mobile Advertising, Reporting & Analysis, Strategic Planning, Leadership, Time Management, Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, MicroStrategy Reporting, Presentations, Employee Training, Business Travel, Analysis, Team Leadership, Leisure Travel

Education
University of North Carolina Wilmington, Cameron School of Business   2006 — 2010
Bachelor of Science, Business Administration; Finance & Economics

University of North Carolina at Wilmington   2006 — 2010
Bachelor of Science (B.S.), Finance and Economics

Jonathan Goldstein Jonathan Goldstein Greater New York City Area Details
Jonathan Goldstein's United Advisors Experience May 2013 - Present
Job Experienced Investment Managment and Financial Services Attorney
Industry Legal Services
Experience
United Advisors   May 2013 - Present
Howard & Majewski LLP   2010 - 2013
Bingham McCutchen  March 2008 - January 2010
Thacher Proffitt & Wood  November 2006 - February 2008

Skills
Private Equity, Hedge Funds, Investments, Investment Advisory, Mutual Funds, Corporate Law, Private Equity Funding, Litigation, Securities Regulation, Due Diligence, Asset Management, M&A Negotiations, Construction, Mergers & Acquisitions

Education
New York Law School   2003 — 2006
Doctor of Law (J.D.)

Brandeis University   1999 — 2002
Bachelor of Arts (B.A.), Economics

Rye Country Day School   1996 — 1999

Greenwich Country Day School   1987 — 1996

James Densmore James Densmore Indianapolis, Indiana Area Details
James Densmore's United Advisors Experience May 2009 - May 2009
Job Seasoned Operations Executive
Industry Medical Devices
Experience
Anthem, Inc.   March 2015 - Present
HealthMarkets  September 2014 - April 2015
Goodwill Industries of Central Indiana  December 2012 - August 2014
Specialty Coating Systems, Inc.   June 2011 - September 2012
Vesta Pharmaceuticals   January 2011 - June 2011
Anson Group  October 2010 - January 2011
United Financial Systems Corporation   May 2009 - January 2010
United Advisors   May 2009 - May 2009
United Advisors Corporation   May 2008 - April 2009
AXA Advisors, LLC  March 2004 - September 2007

Skills
Operations Management, Problem Solving, Inventory Management, Purchasing, Leadership, Customer Service, Strategic Planning, Quality Assurance, Process Improvement, Continuous Improvement, Six Sigma, Quality System, Coaching, Cross-functional Team..., Lean Manufacturing, Management, Process Engineering, Sales, Training, Team Building, Project Management, Insurance, Small Business

Education
Indiana Wesleyan University   1996 — 1999
Masters, Business Administration

Kaplan University   2002 — 2004
Prof. Ed. Cert., Certified Financial Planning

Purdue University
BS, Electrical Engineering Technology

Hellen Escobar Hellen Escobar Ridgefield, New Jersey Details
Hellen Escobar's United Advisors Experience February 2006 - June 2009
Job Accounts Payable at United Envelope
Industry Printing
Experience
United Envelope  August 2014 - Present
Classic Party Rentals  2011 - 2014
BML-Blackbird Theatrical Services  2009 - 2011
United Advisors   February 2006 - June 2009

Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, QuickBooks, Bookkeeping, Financial Statements, Accounting, Accruals, Cash Flow, Cost Accounting

Education
Berkeley College   2012 — 2014
Bachelor's degree, Accounting

Hudson County Community College   2007 — 2010
Associate's degree, Accounting

Chris Schiefer Chris Schiefer Greater Chicago Area Details
Chris Schiefer's United Advisors Experience May 2014 - August 2015
Job Director of advanced life sales at Game Plan Financial
Industry Financial Services
Experience
Game Plan Financial Advisors, LLC   September 2015 - Present
Game Plan Financial   2015 - Present
United Advisors   May 2014 - August 2015
Modern Woodmen of America  September 2010 - June 2014
National Mutual Benefit  October 2005 - September 2010
Schiefer Insurance services   October 2000 - November 2005

Skills
Insurance, Team Building, Health Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Long Term Care Insurance, Retirement, IRAs, Mutual Funds, 401k, Universal Life, Whole Life, Variable Annuities, 401k Rollovers, Series 63, Roth IRA, Securities, Wealth Accumulation, Brokers, FINRA, Income Protection, Health Savings Accounts, Financial Services, Series 6, Recruiting, Employee Benefits, Wealth, Investment Strategies, Investments, Strategic Financial..., Underwriting, Financial Planners, Series 7, Personal Financial..., Asset Allocation, Retirement Plan..., Qualified Retirement..., Financial Goals, Life, Wealth Management..., Insurance Brokerage, Permanent Life Insurance, Licensed Life, Financial Planning

Education
University of Wisconsin-Parkside   1997 — 1998
BA, Business/law

Charleston Southern University   1993 — 1995
Political Science and Government

Ira ross Ira ross Greater New York City Area Details
Ira ross's United Advisors Experience March 2009 - Present
Job Senior Vice President, Investment Advisor at United Advisors
Industry Financial Services
Experience
United Advisors   March 2009 - Present
Morgan Stanley Investment Management  August 1980 - July 2009

Education
Guilford College
BA, Business Administration and Economics

University of Nebraska-Lincoln
MA, Economics

Charles Haskins Charles Haskins Wilmington, North Carolina Area Details
Charles Haskins's United Advisors Experience December 2009 - March 2010
Job Area manager at Performance Food Group
Industry Marketing and Advertising
Experience
Performance Food Group  March 2012 - Present
Good Vibes Brewery   June 2010 - Present
Catch Modern Seafood   June 2010 - June 2011
United Advisors   December 2009 - March 2010
Planet Fitness  2008 - 2009

Skills
Email Marketing, Marketing, CRM, Advertising, Market Research, Management, Product Development, Selling, Negotiation, Data Analysis, Brand Awareness, Social Media Marketing, Facebook, Marketing Communications, Marketing Strategy

Education
University of North Carolina at Wilmington   2007 — 2010
Bachelor, Marketing