Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dirk? Claim Your ProfileDirk Degroot is a financial advisor registered with United Planners' Financial Services of America a Limited Partner, providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Dirk has a long history in the financial industry, beginning in 1994 with Pruco Securities Corporation. Dirk has held various positions throughout his career, including President of DeGroot Investments, a business focused on corporate expenses, and Partner in Commercial Rental Property, which is involved in real estate sales, rentals, and property management.
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
OR
08/09/2019 - Present
United Planners' Financial Services OF America A Limited Partner (KLAMATH FALLS OR)
OR
01/14/2013 - 08/09/2019
CETERA ADVISORS LLC (KLAMATH FALLS OR)
NA
03/31/1994 - 09/07/1994
PRUCO SECURITIES CORPORATION
BOTH
Issued 02/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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