Sheila June Cuffari-Agasi
Executive Vice PresidentUnited Planners' Financial Services of America a Limited PartnerCRD 2401020
About Sheila June Cuffari-Agasi
Sheila June Cuffari-Agasi is listed as Executive Vice President at United Planners' Financial Services of America a Limited Partner in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%. Sheila June Cuffari-Agasi is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of United Planners' Financial Services of America a Limited Partner
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Sheila June Cuffari-Agasi work?
Sheila June Cuffari-Agasi is listed as Executive Vice President at United Planners' Financial Services of America a Limited Partner on SEC Form ADV.
How much of United Planners' Financial Services of America a Limited Partner does Sheila June Cuffari-Agasi own?
Form ADV reports a beneficial ownership band of Under 5%.
United Planners' Financial Services of America a Limited Partner
| Title | Executive Vice President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
United Planners' Financial Services of America a Limited Partner
| Title | Shareholder |
| Ownership | — |
| Control person | No |
| Since | 2021 |