Jose Eduardo Vivero
Investment adviser representative at United Financial Planning Group LLC
13 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$347.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- United Financial Planning Group, LLCJun 2025 to now
- UnemployedJan 2025 to Jun 2025
- LPL Financial, LLCApr 2020 to Jan 2025
- Moneco AdvisorsApr 2020 to Jan 2025
- Northwestern Mutual Wealth Management CompanyMar 2019 to Mar 2020
- Northwestern Mutual Investment Services LLCFeb 2019 to Mar 2020
- Northwestern Mutual Life Insurance CompanyFeb 2019 to Mar 2020
- Mass Mutual Life Insurance CompanyAug 2018 to Jan 2019
- MML Investors ServicesAug 2018 to Jan 2019
- Western Ct State UniversityAug 2017 to May 2019
- Wells Fargo Clearing Services LLCNov 2016 to Mar 2018
- Wells FargoJan 2013 to Mar 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
United Financial Planning Group LLC
$347.5MAssets managed
188Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6491974
- Firm CRD
- 149843