Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Glenn Spradlin is a financial advisor at United Planners' Financial Services of America A Limited Partner. Aaron has been in the financial industry since June 18, 1996. Aaron is registered with FINRA and is licensed in Arizona. Aaron has a variety of licenses and certifications, including Series 6, 7, 24, 63, 65, SIE, and 99TO. Aaron's areas of expertise include financial planning, pension consulting, and portfolio management. Prior to joining United Planners, Aaron was a financial advisor at Charles Schwab & Co., Inc., and SunAmerica Securities, Inc.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
07/21/2008 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
05/28/1999 - 08/21/2006
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
06/28/1996 - 06/08/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/21/1994 - 07/18/1996
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
IA
Issued 08/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Spradlin is the right advisor for you? Invested Better is here to help.
