Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Lynn Eggleston is a financial advisor with over 29 years of experience in the financial services industry. She currently works as a Registered Representative with United Planners' Financial Services of America a Limited Partner. Deborah has a strong background in financial planning, specializing in serving high-net-worth individuals, corporations, and charitable organizations. Prior to joining United Planners', Deborah held similar roles at MML Investors Services, LLC, Waddell & Reed, Inc., Sunset Financial Services, Inc., NFP Securities, Inc., and Signator Investors, Inc. Deborah is also a Certified Financial Planner™.
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
01/01/2025 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CO
08/03/2012 - 07/30/2020
MML INVESTORS SERVICES, LLC (Littleton CO)
CO
12/22/2011 - 07/26/2012
WADDELL & REED, INC. (DENVER CO)
CO
03/25/2010 - 12/19/2011
SUNSET FINANCIAL SERVICES, INC. (ENGLEWOOD CO)
CO
05/22/2007 - 03/31/2010
NFP SECURITIES, INC. (LITTLETON CO)
CO
07/26/2006 - 05/21/2007
SUNSET FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
04/29/2005 - 06/30/2006
SIGNATOR INVESTORS, INC. (GREENWOOD VILLAGE CO)
NY
01/10/1997 - 03/25/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
CO
02/20/1996 - 01/02/1997
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
07/15/1993 - 03/04/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/15/1993 - 03/04/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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