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UMAACCESS.COM

United Advisors | We Are

United Advisors Investment Management Platform helps advisors deliver truly customized solutions and retirement income services to clients through a proprietary investment management and back office support platform. Our technology allows advisors to develop investment solutions customized to each client’s risk, tax, cash flow and social needs. In addition, it will automate many back office and administrative tasks associated with holistic wealth management services. Mutual Fund and ETF Strategist Program.

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United Advisors Investment Management Platform helps advisors deliver truly customized solutions and retirement income services to clients through a proprietary investment management and back office support platform. Our technology allows advisors to develop investment solutions customized to each client’s risk, tax, cash flow and social needs. In addition, it will automate many back office and administrative tasks associated with holistic wealth management services. Mutual Fund and ETF Strategist Program.
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United Advisors | We Are | umaaccess.com Reviews

https://umaaccess.com

United Advisors Investment Management Platform helps advisors deliver truly customized solutions and retirement income services to clients through a proprietary investment management and back office support platform. Our technology allows advisors to develop investment solutions customized to each client’s risk, tax, cash flow and social needs. In addition, it will automate many back office and administrative tasks associated with holistic wealth management services. Mutual Fund and ETF Strategist Program.

LINKS TO THIS WEBSITE

unitedadvisorsllc.com unitedadvisorsllc.com

UNITED ADVISORS | United Advisors

http://www.unitedadvisorsllc.com/project/securities

United Advisors Services is an advisor and wealth management firm support platform focused on helping our Affiliates and Partners progress toward their personal and professional goals. Our team of service and back office professionals allow advisors to overcome common and not so common challenges they face during the evolution of their businesses. Investment Advisory Services through United Advisors Services, LLC ("UAS"), an SEC Registered Investment Adviser (RIA).

unitedadvisorsllc.com unitedadvisorsllc.com

Media | United Advisors

http://www.unitedadvisorsllc.com/media

Scott Martin – Fox Business News Melissa Francis 1-16-2016. January 19, 2016. Scott Martin – Fox Business News After the Bell 12-31-2015. January 19, 2016. Scott Martin – Fox Business News Your Money 12-08-2015. January 19, 2016. Scott Martin – Fox Business News 11-27-2015 Cavuto. January 19, 2016. Scott Martin – Fox Business News 11-02-2015 Cavuot. January 19, 2016. Scott Martin Fox Business News 10-19-2015 Lou Dobbs. October 29, 2015. Scott Martin – Fox Business News 10-7-2015 Cavuto. October 29, 2015.

unitedadvisorsllc.com unitedadvisorsllc.com

UNITED ADVISORS | United Advisors

http://www.unitedadvisorsllc.com/project/investment-management

Investment Advisory Services through United Advisors Services, LLC ("UAS"), an SEC Registered Investment Adviser (RIA). Securities offered through Securities America, Inc, Member FINRA/SIPC and advisory services offered through United Advisors. United Advisors, and Securities America are unaffiliated.

unitedadvisorsllc.com unitedadvisorsllc.com

UNITED ADVISORS | United Advisors

http://www.unitedadvisorsllc.com/project/wealth-management

United Advisors is a wealth management firm focused on helping our clients progress toward their individual financial goals. A team of credentialed professionals oversees the client’s plan, strategy and portfolio and maintains regular client contact. Progress is our gauge: while no plan guarantees success, benchmarking the client’s destination, rather than the investment fads and products of the moment, should increase the likelihood of goal attainment.

unitedadvisorsllc.com unitedadvisorsllc.com

UNITED ADVISORS | United Advisors

http://www.unitedadvisorsllc.com/project/pcg

United Advisors Private Client Group (UAPCG) is a firm that offers top producing wire-house advisors the benefits of a wire-house brokerage and advisory firm. We are able to provide an array of financial products and services with freedom and independence that is not available at a wire-house. Investment Advisory Services through United Advisors Services, LLC ("UAS"), an SEC Registered Investment Adviser (RIA).

unitedadvisorservices.com unitedadvisorservices.com

Why ISO? | United Advisors

http://www.unitedadvisorservices.com/why-iso

Why would any company use ISO 9000? Tems and process to excel in it. Why would a financial services company use ISO? They would use ISO for the same reason a manufacturing company would use it. Simply put, they care about quality, consistency in the service they deliver, and about getting it right the first time. This is not the sole province of manufacturing organizations. What does the ISO designation mean for potential business partners and prospective business clients?

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BUSINESS CONTINUITY | United Advisors

http://www.unitedadvisorservices.com/business-continuity

Being independently certified and annually re-certified to the BS 25999 by an independent third-party registrar (Perry Johnson Registrars, Inc.), is the ultimate assurance to our Affiliates and Partners that we comply with BCM worldwide best practices. Investment Advisory Services through United Advisors Services, LLC ("UAS"), an SEC Registered Investment Adviser (RIA).

unitedadvisorservices.com unitedadvisorservices.com

QUALITY MANAGEMENT SYSTEMS | United Advisors

http://www.unitedadvisorservices.com/qms

The ISO standards and guidelines for quality management systems are maintained by the International Organization for Standardization (ISO) and administered by third party accreditation and certification bodies. Initially popular in Europe, U.S. companies began adopting the standard in the early 1980s, beginning with manufacturing. Although the standards originated in manufacturing, they are now employed across a wide range of other types of organizations, including colleges and universiti...

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