United Financial Alliance
Financial Services • 
Hauppauge, New York, United States • 21-50 Employees
Company overview
| Headquarters | 410 Motor Pkwy, 2nd Floor, Hauppauge, New York 11788, US |
| Website | |
| NAICS | 52 |
| Employees | 21-50 |
Key Contacts at United Financial Alliance
Richard Rokosz
Managing Director At United Financial Alliance
Timothy Denis
Financial Planning Director And Compliance Principal
Raj Ghimire
Ceo
United Financial Alliance Email Formats
United Financial Alliance uses 2 email formats. The most common is {2char} (e.g., {2char}@alliancebernstein.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{2char} | {2char}@alliancebernstein.com | 50% |
{first name} | john@alliancebernstein.com | 50% |
About United Financial Alliance
Financial Services- Insurance- Investments- Annuities- Managed Accounts- Employee Benefits- Business Insurance Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 410 Motor Pkwy, 2nd Floor, Hauppauge, NY 11788 (631) 582-6400. United Financial Alliance is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC130835(0123)P
United Financial Alliance revenue & valuation
| Annual revenue | $2,823,315 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
United Financial Alliance has 11 employees across 2 departments.
Departments
Number of employees
Funding Data
United Financial Alliance has never raised funding before.
United Financial Alliance Tech Stack
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