Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Quincy is an investment advisor representative with United Planners' Financial Services of America A Limited Partner in Scottsdale, Arizona. Christopher has been in the industry since 2015 and has a wide range of experience in financial planning, portfolio management for individuals, and selection of other advisors. Christopher holds Series 66, 53, 24, 52 and 7 licenses. Christopher is also registered as an investment advisor representative in Arizona.
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.
1
2
AZ
12/07/2015 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
09/01/2015 - 12/01/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
BOTH
Issued 09/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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