Career
Kenneth Oliverio has been Executive Vice President, Chief Marketing Officer of United Planners' Financial Services of America A Limited Partner since August 2018. Kenneth Oliverio is a control person of the firm and directly owns under 5% of it. Kenneth Oliverio holds an Arizona State University (honors graduate).
United Planners' Financial Services of America A Limited Partner is a Scottsdale, AZ firm with $12.8B under management, 30,369 clients and 546 advisers across 210 offices, as of its June 2026 filing.
United Planners identifies Billy Oliverio as an executive vice president, chief marketing officer and general partner.
- – present · 14 yearsScottsdale, AZ · Adviser representative · Firm CRD 20804
- Charles Schwab & Co., Inc.– · 4 yearsPhoenix, AZ · Adviser representative · Firm CRD 5393
- Sunamerica Securities, Inc.– · 2 yearsPhoenix, AZ · Adviser representative · Firm CRD 20068
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Arizona | Approved | 20 September 2012 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 August 2012 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 1998 |
| Series 24 | General Securities Principal Examination | 17 February 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 December 1997 |
| Series 7 | General Securities Representative Examination | 18 November 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Kenneth William Oliverio
- CRD
- 2957427
- Office
- 7333 EAST DOUBLETREE RANCH RD, SUITE 120, Scottsdale, AZ 85258
- Firm bio
- unitedplanners.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Kenneth Oliverio work?
Kenneth Oliverio has been Executive Vice President, Chief Marketing Officer of United Planners' Financial Services of America A Limited Partner since August 2018, and is a control person of the firm.
Is Kenneth Oliverio a financial advisor?
Yes. Kenneth Oliverio has a current investment-adviser registration in Arizona, through United Planners' Financial Services of America A Limited Partner since September 2012.
How many years of experience does Kenneth Oliverio have?
Kenneth Oliverio has 28 years in the financial industry, since June 1998, across 3 adviser firms.
What exams has Kenneth Oliverio passed?
Kenneth Oliverio has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 65 and Series 66. The earliest, the Series 7, was passed in November 1997. FINRA credited Kenneth Oliverio with the SIE, which began in October 2018.
Where did Kenneth Oliverio work before United Planners' Financial Services of America A Limited Partner?
Before United Planners' Financial Services of America A Limited Partner, Kenneth Oliverio was registered through Charles Schwab & Co., Inc., January 2006 to January 2010; Sunamerica Securities, Inc., February 2002 to April 2004.
Where is Kenneth Oliverio based?
Kenneth Oliverio’s registered office is in Scottsdale, AZ.