Profile
Broker Dealer
Broker CRD #
Recipient Name
Recipient CRD #
UNITED PLANNERS FINANCIAL SERVICES OF AMERICA
20804
JOSHUA B. HEIMS
4676576
UNITED PLANNERS- FINANCIAL SERVICES OF AMERICA
20804
JOSHUA B. HEIMS
4676576
People
Name
Filings
Filing Date
Filing Type
Sales Commission
Estimate?
Finders' Fee
Estimate?
Commission/Fee Clarification
D/A
$5,000,000.00
Yes
$0.00
No
DEALER-MANAGER FEE - 2%; SALES COMMISSION - 7%; DUE DILIGENCE FEE - 0.5%; MARKETING FEE - 0.5%.
D/A
$3,836,725.00
Yes
$0.00
No
AMOUNT INCLUDES SELLING COMMISSIONS, DEALER FEE AND PLACEMENT AGENT FEE.
