Can you tell me about your staff?
United Asset Strategies, Inc. is comprised of dedicated individuals possessing a variety of licenses and experience, including:
•  Certified Financial Planners
•  FINRA Securities licenses:
63, 65, 7, 8, 24, 28 & 51
•  Qualified Pension Administrators
•  Portfolio Managers

Combined, the staff’s financial experience exceeds 100 years.