Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando Luis Bezies-lopez is a financial advisor with over 10 years of experience in the industry. He is currently registered with United Planners' Financial Services Of America A Limited Partner as a Registered Representative. Armando holds multiple licenses and certifications, including Series 7, Series 24 and SIE exams, which attest to his commitment to providing sound financial guidance to his clients. Prior to joining United Planners, he worked at Vanguard Marketing Corporation in Scottsdale, Arizona. Armando has extensive experience in providing financial planning, portfolio management, and selection of other advisors. He is committed to helping individuals and families achieve their financial goals.
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
03/22/2017 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
09/13/2012 - 10/06/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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