Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Rhodes is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with United Planners' Financial Services of America A Limited Partner and has held previous positions with several other firms. David holds a variety of licenses and designations, including Series 7, 63, 65, and 24. He is also a Certified Financial Planner and a Chartered Financial Consultant. David provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. He is a dedicated professional who 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.
1
2
TN
05/31/2024 - Present
United Planners' Financial Services OF America A Limited Partner (MT. JULIET TN)
TN
06/14/2017 - 06/04/2024
SCF SECURITIES, INC. (Mt. Juliet TN)
TN
09/28/2012 - 06/15/2017
PARKLAND SECURITIES, LLC (MOUNT JULIET TN)
TN
01/06/2009 - 09/21/2012
TRUSTCORE INVESTMENTS, INC. (MOUNT JULIET TN)
TN
07/06/1990 - 12/31/2008
MUTUAL SERVICE CORPORATION (MT. JULIET TN)
NY
03/07/1989 - 06/13/1989
G. K. SCOTT & CO., INC. (PLAINVIEW NY)
NA
01/24/1989 - 04/04/1989
HANIFEN, IMHOFF SECURITIES CORP.
IA
Issued 05/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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