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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla E. Reid is a financial advisor with United Planners' Financial Services Of America A Limited Partner, a firm based in Scottsdale, Arizona. Carla has been in the financial industry since 2001 and holds various licenses and certifications. Carla is registered to provide investment advice in 51 states and is also a registered principal with FINRA. The advisor focuses on providing financial planning services to a variety of clients, including high net worth individuals, charitable organizations, and pension plans. Carla's experience and expertise make her a valuable resource for individuals seeking financial guidance.
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
09/21/2001 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
BOTH
Issued 05/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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