Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Babette? Claim Your ProfileBabette Molina is an Investment Advisor Representative with United Planners' Financial Services Of America A Limited Partner, with over 9 years of experience in the industry. Babette is licensed in Arizona. Babette has earned the Series 63, Series 65, Series 24, and Series 7 licenses. Babette specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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
11/29/2017 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
BC
Issued 02/17/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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