United Securities Alliance

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United Securities Alliance Employees

Employee
Years
Job
Industry
Steve Shih, CRPC Steve Shih, CRPC San Francisco Bay Area Details
Steve Shih, CRPC's United Securities Alliance Experience November 1996 - May 2001
Job Chartered Retirement Planning Counselor
Industry Financial Services
Experience
American Investors Company   May 2001 - Present
United Securities Alliance   November 1996 - May 2001
Philip Lee Insurance Agency   May 1984 - April 1998
Mason Mcduffie Real Estate  February 1995 - December 1997
Far East Mortgage   August 1991 - February 1995
Century 21-Excellent Homes, Inc.   November 1989 - August 1991

Skills
Insurance, Retirement, Investments, Portfolio Management, Securities, Pensions, Retirement Planning, Fixed Annuities, Employee Benefits, Mutual Funds, 401k, Financial Planners, Financial Advisory, Finance

Education
Heald College

San Francisco State University

Carl Vandenburg Carl Vandenburg Wausau, Wisconsin Area Details
Carl Vandenburg's United Securities Alliance Experience January 2002 - March 2007
Job Registered Representative at American Portfolios
Industry Financial Services
Experience
American Portfolios  April 2007 - Present
Vandenburg Properties LLC   July 1998 - Present
United Securities Alliance   January 2002 - March 2007

Skills
Retirement, Financial Planning, Investments, Series 7, Insurance, Retirement Planning, Asset Allocation, Mutual Funds

Education
University of Minnesota-Duluth   1992 — 1996
Business Administration, Finance

Lynn Stanek Lynn Stanek Portland, Oregon Area Details
Lynn Stanek's United Securities Alliance Experience February 2003 - July 2004
Job Owner / Stager at Ambience Staging Designs
Industry Real Estate
Experience
Ambience Staging Designs   2006 - Present
Self Employed  2003 - 2006
Ameriplan USA  March 2001 - February 2005
United Securities Alliance   February 2003 - July 2004
United Securities Alliance   May 1998 - July 2004
Portland State University  January 1995 - January 1998
Portland Community College  January 1987 - January 1998

Skills
Interior Design, Sellers, Home Staging, Single Family Homes, Referrals, Marketing

Education
QC Design School
IRSP, Redesign and Staging

Portland State University
Masters, Speech Communication

Portland Community College
AA, Theater Arts

Schneider Leconte Schneider Leconte Greater Chicago Area Details
Schneider Leconte's United Securities Alliance Experience January 2002 - 2005
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  September 2012 - Present
New York Life Insurance Company  May 2011 - Present
United First Financial  January 2006 - April 2011
Planning101.com Network   2005 - April 2011
United Securities Alliance   January 2002 - 2005
La Worldwide Mortgage Corp   January 2001 - 2005
World Financial Group  October 1999 - 2002

Skills
Investments, Insurance, Life Insurance, Retirement, Retirement Planning, Estate Planning, Small Business, Key Person Protection, Time Management, Wealth Preservation..., Asset Protection, Protection..., Multi-generational..., Gifting Strategies, Annuity Sales, Thought Leadership, 401(k) Rollovers, Licensed Life & Health..., Licensed in Long-Term..., Multi-generational..., Multi-tasking Skills, Communication

Education
Lewis University

Michael Freker,CFP®,ChFC Michael Freker,CFP®,ChFC Greater Pittsburgh Area Details
Michael Freker,CFP®,ChFC's United Securities Alliance Experience 1996 - 1999
Job
Industry Financial Services
Experience
Enterprise Strategies Group   September 2013 - Present
AXA Advisors  August 2005 - Present
Downtown Business Connection   February 2006 - January 2012
AIG/American General Securities,Inc   August 2003 - August 2005
ING Financial Advisors  October 1999 - August 2003
United Securities Alliance   1996 - 1999
Allmerica  1991 - 1995

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Financial Planners, Fixed Annuity Services, Investment Planning, Long Term Care..., Life Insurance Planning, Disability Insurance..., Mutual Fund Services

Education
Florida State University   1980 — 1984
BS, Business Administration

Al Vanderlaan Al Vanderlaan Watertown, South Dakota Details
Al Vanderlaan's United Securities Alliance Experience April 2002 - June 2006
Job SALES AGENT at SANDLAPPER SECURITIES
Industry Financial Services
Experience
SANDLAPPER Securities, LLC (Member FINRA/SIPC)   September 2011 - Present
SANDLAPPER SECURITIES   September 2011 - Present
CapWest Securities  June 2006 - June 2011
United Securities Alliance   April 2002 - June 2006

Skills
Asset Allocation, Asset Management, Alternative Investments, Business Development, Credit, Due Diligence, Entrepreneurship, Equities, Estate Planning, Finance, Financial Analysis, Financial Modeling, Fixed Annuities, Financial Services, Funding, Hedge Funds, Insurance, Investment Advisory, Investment Properties, Investments, Investors

Education
KANSAS STATE UNIV.   1966 — 1970
Bachelor of Science (BS), AGRICULTURE AND FINANCE, B

State University of New York College of Agriculture and Technology at Morrisville   1966 — 1968
Associate of Arts and Sciences (AAS), Agriculture, Agriculture Operations, and Related Sciences

Keith Boynton Keith Boynton San Francisco Bay Area Details
Keith Boynton's United Securities Alliance Experience January 2000 - May 2003
Job Personal Protection Training For Everyone
Industry Public Safety
Experience
Personal Protection Services   May 2003 - Present
United Securities Alliance   January 2000 - May 2003
United Telesystems Inc.   January 1989 - September 1999

Skills
Personal Protection, Firearms, Training, Securities, Public Speaking, Financial Services, Marketing Strategy, Trade Shows, Management, Business Strategy, Employee Training, Sales Management, B2B, Insurance, Budgets, Protection, Nonprofits

Education
Oregon State University   1978 — 1980
BS, Business Administration

Trey Vo Trey Vo Houston, Texas Area Details
Trey Vo's United Securities Alliance Experience 2002 - 2004
Job National Account Manager at Victory Packaging
Industry Packaging and Containers
Experience
Victory Packaging  June 2009 - Present
Victory Packaging  September 2008 - June 2009
Victory Packaging  August 2004 - September 2008
Nha Magazine - Houston   2003 - 2004
United Securities Alliance   2002 - 2004
Hewlett-Packard  2001 - 2002
Compaq  2000 - 2001
Nuline Computer Services   1997 - 2000
Coca-Cola Enterprises  1995 - 2000
Cal-Tex Vitafresh   1994 - 1995

Skills
Logistics Management, Product Development, Production Planning, Food Packaging, Sales Operations, Corrugated, Packaging, Pricing, Continuous Improvement, Marketing, Lean Manufacturing, Cross-functional Team..., Key Account Management, Supply Chain, Purchasing, Operations Management, P&L Management, Quality Assurance, Account Management, New Business Development, Process Improvement, Manufacturing, International Sales, Supply Chain Management, Sales Management, Business Planning, Logistics, Strategic Sourcing, Negotiation, Folding Cartons, Sales, Forecasting, Management, Procurement

Education
Texas Tech University   1983 — 1987
BS, Food Science & Technology

Beth Kunz Beth Kunz Miami/Fort Lauderdale Area Details
Beth Kunz's United Securities Alliance Experience 2000 - 2003
Job Financial Services at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group/DBS Financial Group   2004 - Present
Highmark Financial Services   2003 - 2005
United Securities Alliance   2000 - 2003
Aldine ISD  1994 - 2002

Skills
Retirement, 401k, Disability Insurance, Retirement Planning, Estate Planning, Life Insurance, Long-term Care, Fixed Annuities, Insurance, Microsoft Office, Strategic Financial..., Long Term Care Insurance, Wealth, Term Life Insurance, IRAs

Education
University of Houston   1979 — 1984
BS, Education

DiAndra Humphrey, CFE DiAndra Humphrey, CFE Greater Atlanta Area Details
DiAndra Humphrey, CFE's United Securities Alliance Experience February 2001 - June 2004
Job Securities Compliance Auditor at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group  January 2010 - Present
ING Advisors Network  October 2005 - January 2010
Multi-Financial Securities Corp  2004 - 2005
United Securities Alliance   February 2001 - June 2004

Skills
Certified Fraud Examiner, Securities, Risk Management, Financial Services, Series 7, FINRA, Financial Risk, Mutual Funds, Financial Analysis, Auditing

Education
University of Arkansas at Little Rock   1992 — 1996
Bachelor, Finance

Gary Ackerman Gary Ackerman Richmond, Virginia Area Details
Gary Ackerman's United Securities Alliance Experience 2002 - 2005
Job Investment Advisor Representative at Morse Capital Partners
Industry Financial Services
Experience
Morse Capital Partners   2010 - Present
Whittle & Roper Realtors   2002 - Present
CapWest Securities  2005 - 2010
United Securities Alliance   2002 - 2005
Tri-City Animal Hospital   1981 - 2001

Education
The University of Georgia   1977 — 1981
Doctor of Veterinary Medicine, Veterinary Medicine

Virginia Polytechnic Institute and State University   1974 — 1977
none, Biochemistry

Ray McCray Ray McCray Orange County, California Area Details
Ray McCray's United Securities Alliance Experience 2000 - 2002
Job Director of Recruiting at Dennis J. Knox & Company
Industry Real Estate
Experience
Dennis J. Knox & Company   2013 - Present
JPMorgan Chase  2012 - 2013
JPMorgan Chase  2009 - 2012
JPMorgan Chase  2007 - 2009
AMC Mortgage Services  2003 - 2007
HCS Cutler   2002 - 2003
United Securities Alliance   2000 - 2002

Skills
Loss Mitigation, Mortgage Lending, Derivatives, Mortgage Banking, Credit, FHA, Loans, Loan Servicing, Asset Management, Credit Analysis, Underwriting, Portfolio Management, Refinance, Mortgage Servicing, Banking, Risk Management, Residential Mortgages, Real Estate, Loan Origination, Credit Risk, Finance, Default, Valuation, Investments

Education
California State Polytechnic University-Pomona   1982 — 1985
Accounting and Business/Management

Jenness Meyers Jenness Meyers Greater Denver Area Details
Jenness Meyers's United Securities Alliance Experience 2004 - 2005
Job Administrative Assistant
Industry Media Production
Experience
Urban Lending Solutions  June 2014 - Present
People Productions Media Services, Inc.   April 2014 - June 2014
IntelliSource  June 2012 - February 2014
Rocky Mountain Academy of Evergreen  August 2009 - July 2010
Senior's Resource Center  2008 - 2009
Trelleborg Sealing Solutions  2006 - 2007
Snelling Personnel Services  2004 - 2006
United Securities Alliance   2004 - 2005
Allen ISD, Bolin Elementary   2000 - 2003

Skills
Mortgage Underwriting, Recordation Specialist, Mortgage Servicing, Research, Nonprofits, Customer Service, Teaching, Event Planning, PowerPoint, Microsoft Excel, Higher Education, Finance, Loans, Mortgage Lending, Sales, Credit, Human Resources, Microsoft Office, Training, Microsoft Word, Management

Education
University of North Texas   1996 — 1999
Bachelor of Science, Interdisciplinary Studies

Louisiana Tech University   1989 — 1991

Kim Bockenstedt Kim Bockenstedt Greater Denver Area Details
Kim Bockenstedt's United Securities Alliance Experience 1996 - 1998
Job Executive Director, Arapahoe County Bar Association
Industry Legal Services
Experience
Arapahoe County Bar Association   July 2015 - Present
ARELLO, Association of Real Estate License Law Officials   August 2006 - October 2011
Colorado Association of Realtors  August 1998 - August 2006
United Securities Alliance   1996 - 1998

Skills
Strategic Planning, Teaching, Residential Homes, Accounts Payable, Payroll, Real Estate Development, Auditing, Office Management, Contract Negotiation, Real Estate, Instructional Design, Employee Benefits, Leadership, Management, Financial Statements, Leadership Development, Property Management, Project Management, Accounts Receivable, Social Media, Investment Properties, Program Management, Databases, Accounting, Nonprofits, Event Planning

Education
University of Colorado at Boulder