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Home > Financial Services > Stock Brokers > United Heritage Financial Services, Inc.

United Heritage Financial Services, Inc.

United Heritage Financial Services, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

United Heritage Financial Services, Inc. was founded in 1994 as a wholly owned subsidiary of United Heritage Financial Group. This company is an introducing full General Securities broker dealer and a member of the Securities Investor Protection Corporation and Municipal Securities Rules Board.

The firm provides a high level of personalized financial services to their registered representatives, their clients, their strategic partners and sister companies. Their company and employees will strive to provide a dynamic platform for the use and promotion of investment technology. They will maintain an ethical environment in all their relationships with their associates, partners and clients and a cooperative attitude with regulators.

They currently offer investment products of over 50 Mutual Fund families, 40 Variable Annuity carriers, 10 Variable Universal Life issuers and 4 Limited Partnerships programs. The firm offers full stock and bond investment opportunities through their clearing relationship with Pershing LLC, as well as Municipal Bonds.

The firm maintains selling agreements with over 60 mutual fund families encompassing approximately 1200 individual funds. Investment funds include Money Market Funds, Bond Funds, Municipal Funds, Growth and Income Funds, Stock Funds, International Funds, Index Funds and Balanced Funds.

The company is a very professionally managed company that believes in treating their staff as well as they treat their customers. This is because the company believes in the old saying that happy workers make for happy customers. This has proven true through the years for the company as proven by the customer retention and satisfaction as shown by the customers.

The company is fast growing into one of the best companies with their team of managers who work hard to meet the objectives the company. They work diligently to ensure that their clients are as satisfied as possible and provide maximum service at all time.

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