Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Zlamal is a financial advisor with United Planners' Financial Services of America A Limited Partner. Ann has been in the industry since 1997 and holds a variety of licenses and certifications. Ann is a Registered Representative and Investment Advisor Representative. Ann has a wide range of experience working with individuals, families, and businesses. Ann is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Ann has experience working with individuals, families, and businesses.
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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2
AZ
05/12/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
SC
02/08/2022 - 06/22/2022
LPL FINANCIAL LLC (FORT MILL SC)
AZ
10/13/2020 - 12/14/2021
VOYA FINANCIAL ADVISORS, INC. (CHANDLER AZ)
CA
07/29/2021 - 10/08/2021
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
07/29/2021 - 08/04/2021
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
07/29/2021 - 08/04/2021
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
07/29/2021 - 08/04/2021
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
CA
07/29/2021 - 08/04/2021
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
AZ
07/14/2017 - 10/12/2020
PRUCO SECURITIES, LLC. (PHOENIX AZ)
AZ
12/03/2012 - 06/09/2017
WADDELL & REED (SCOTTSDALE AZ)
AZ
06/09/2008 - 12/13/2012
VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
04/18/2008 - 06/06/2008
LEGEND EQUITIES CORPORATION (TUCSON AZ)
AZ
11/28/2005 - 02/19/2008
METLIFE SECURITIES INC. (TEMPE AZ)
AZ
11/28/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TEMPE AZ)
AZ
07/25/1997 - 12/31/2005
CITISTREET EQUITIES LLC (TEMPE AZ)
BOTH
Issued 09/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/25/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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