Career
Sheila Cuffari-agasi has been Executive Vice President of United Planners' Financial Services of America A Limited Partner since August 2018. Sheila Cuffari-agasi is a control person of the firm and directly owns under 5% of it.
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.
Sheila J. Cuffari-Agasi oversees United Planners’ sales, transition and advertising teams. The firm says she joined in 2006 after beginning her financial-services career in 1993.
- – present · 19 yearsScottsdale, AZ · Adviser representative · Firm CRD 20804
- Invest Financial Corporation– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 12984
- Total Investment Management Inc– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 108818
Credentials and registrations
Professional designations
Listed by United Planners' Financial Services of America A Limited Partner
- AIF designation.
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Arizona | Approved | 24 January 2007 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 June 2004 |
| Series 24 | General Securities Principal Examination | 21 August 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 May 1996 |
| Series 7 | General Securities Representative Examination | 11 September 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Sheila June Cuffari-agasi
- CRD
- 2401020
- 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 Sheila Cuffari-agasi work?
Sheila Cuffari-agasi has been Executive Vice President of United Planners' Financial Services of America A Limited Partner since August 2018, and is a control person of the firm.
Is Sheila Cuffari-agasi a financial advisor?
Yes. Sheila Cuffari-agasi has a current investment-adviser registration in Arizona, through United Planners' Financial Services of America A Limited Partner since January 2007.
How many years of experience does Sheila Cuffari-agasi have?
Sheila Cuffari-agasi has 30 years in the financial industry, since October 1995, across 3 adviser firms.
What exams has Sheila Cuffari-agasi passed?
Sheila Cuffari-agasi has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in September 1995. FINRA credited Sheila Cuffari-agasi with the SIE, which began in October 2018.
Where did Sheila Cuffari-agasi work before United Planners' Financial Services of America A Limited Partner?
Before United Planners' Financial Services of America A Limited Partner, Sheila Cuffari-agasi was registered through Invest Financial Corporation, November 2005 to December 2006; Total Investment Management Inc, June 2005 to November 2006.
Where is Sheila Cuffari-agasi based?
Sheila Cuffari-agasi’s registered office is in Scottsdale, AZ.