Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandria? Claim Your ProfileAlexandria Franco is a registered representative of United Planners' Financial Services of America A Limited Partner, a firm headquartered in Scottsdale, Arizona. Alexandria has been in the financial services industry since 2018 and holds Series 7TO, SIE, and Series 66 licenses. Alexandria offers financial planning, investment management, and selection of other advisors to clients.
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.
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AZ
06/17/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
BOTH
Issued 06/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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