Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Vanengelenburg is a financial advisor at United Planners' Financial Services of America A Limited Partner, located in Scottsdale, Arizona. Ann has been in the financial industry for over 23 years. Ann provides a wide range of financial services, including financial planning, portfolio management for individuals, and selection of other advisors. Ann is registered as a Registered Representative in 11 states and as an Investment Advisor Representative in Iowa. Ann has completed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, and the General Securities Principal Examination. Ann also holds the Series 7 and Series 66 licenses. Ann is a member of the Sumner Rotary Organization.
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
07/31/2014 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
IA
08/29/2011 - 12/10/2013
HARBOUR INVESTMENTS, INC. (FREDERICKSBURG IA)
IA
06/01/2000 - 08/30/2011
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BOTH
Issued 06/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ann Vanengelenburg is the right advisor for you? Invested Better is here to help.
