Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Chown is a financial advisor with United Planners' Financial Services of America. Barbara has been in the industry since 1993 and has a broad range of experience. Barbara is a Certified Financial Planner and holds the Series 7, 24, 51 and 63 securities licenses. Barbara is registered with FINRA and is also registered with the states of Arizona, California, Colorado, Florida, Kansas, Kentucky, Nevada, New York, Oregon, Utah, Virginia, and Washington. Barbara has a diverse client base and focuses on financial planning, portfolio management for individuals, and selection of other advisors. Before joining United Planners' Financial Services of America, Barbara worked for Securities America, Inc., Foothill Securities, Inc., Protected Investors of America, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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
CA
07/25/2017 - Present
United Planners' Financial Services OF America A Limited Partner (SANTA ROSA CA)
CA
12/08/2016 - 07/25/2017
SECURITIES AMERICA, INC. (SANTA ROSA CA)
CA
12/13/1994 - 12/08/2016
FOOTHILL SECURITIES, INC. (SANTA ROSA CA)
CA
01/22/1993 - 12/31/1993
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
MN
08/17/1992 - 11/04/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/17/1992 - 11/04/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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