Important Customer Disclosure Information |
This communication is strictly intended for individuals residing in the state of Maine. NO offers may be made or accepted from any resident outside the specific state(s) referenced.
A broker-dealer, Registered Investment Adviser, BD agent, or Investment Advisor Representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
For information concerning the licensing status or disciplinary history of a broker-dealer, registered investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.
Securities and advisory services offered through United Planners’ Financial Services of America. A limited Partnership. Member FINRA, SIPC, Kimball Insurance Financial Services and United Planners are not affiliated.
We are registered to sell Insurance Products in the Following states: Maine
We are registered to see Securities in the following states: Maine
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Link to Outside Entity Disclosure |
The following page contains links to third-party company Web sites. By selecting a third-party link, you will be leaving our Website and launching a new browser window that will take you to a non-[DBA] Web site. Kimball Insurance Financial Services & United Planners Financial Services of America is not affiliated with any of the third-party Web sites. We are only providing these links to the third-party Web sites for your information; they should not be viewed as an endorsement, sponsorship, solicitation, or any other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. The decision to use these Web sites is exclusively yours.
The third parties are solely responsible for the information and services available through their Web sites. Neither [DBA nor United Planners Financial services of America] has reviewed the content of, and is not responsible for, the information or the result of the third-party Web sites. Your use of the third-party Web sites will be governed by the third parties. [DBA & UP] are not responsible for any technical issues resulting from your use of these third party websites.
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Broker Dealer Disclosure |
Securities offered through UNITEDPLANNERS’ FINANCIAL SERVICES OF AMERICA, A Limited Partnership, Member FINRA/SIPC.
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