Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chanda? Claim Your ProfileChanda Sour is an experienced financial advisor with over 25 years of experience in the industry. Chanda is currently registered with United Planners' Financial Services of America A Limited Partner and provides financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, families, and businesses. Chanda has a deep understanding of the financial markets and is committed to helping clients 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
TX
01/04/2022 - Present
United Planners' Financial Services OF America A Limited Partner (HOUSTON TX)
MN
11/14/2014 - 12/31/2021
SECURITIES AMERICA, INC. (MINNEAPOLIS MN)
MN
01/06/2006 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (Bloomington MN)
MN
12/04/2002 - 01/05/2006
SAMMONS SECURITIES COMPANY, LLC (MINNEAPOLIS MN)
MO
12/07/2001 - 12/04/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
KS
08/28/1997 - 12/14/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 05/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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