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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chalmers is an Investment Advisor Representative and Financial Advisor at United Planners' Financial Services of America A Limited Partner. David has been in the financial services industry since 1998. David's experience includes prior roles at Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., and Pruco Securities, LLC. David is registered with FINRA and the state of New Jersey, and holds the Series 63, 65, and 7 licenses, as well as the SIE and Series 24. David offers financial planning, selection of other advisors, portfolio management for individuals, and pension consulting. David also manages the firm's Scottsdale and Voorhees offices.
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
AZ
10/16/2017 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NJ
09/15/2015 - 10/24/2017
SUMMIT BROKERAGE SERVICES, INC. (Haddon NJ)
NJ
10/02/2013 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (HADDON TWP NJ)
NJ
03/12/2011 - 10/28/2013
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (HADDON TOWNSHIP NJ)
NJ
06/15/2006 - 02/24/2011
ALTERNATIVE WEALTH STRATEGIES, INC. (HADDON TOWNSHIP NJ)
NJ
04/07/1998 - 03/28/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
MN
11/19/1997 - 02/13/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/19/1997 - 02/13/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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