Unclaimed
Dennis Rogers is a financial advisor at United Planners' Financial Services of America. Dennis has been in the financial industry since 1992. Dennis provides financial planning and portfolio management services to individuals and families. Dennis has a strong background in insurance and annuities. Dennis 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
08/20/2007 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CT
03/19/1998 - 08/03/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
08/18/1993 - 02/05/1998
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
08/28/1992 - 08/09/1993
G. R. PHELPS & CO., INC.
IA
Issued 10/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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