Unclaimed
Eric Christus is a financial advisor at United Planners' Financial Services of America A Limited Partner. Eric has been in the industry since 2016 and has experience working with individuals, families, and businesses. Eric holds Series 6, 63, and 65 licenses and has earned the SIE designation. Eric is committed to providing clients with personalized financial advice to help them achieve their financial goals. Eric has experience working with a variety of clients including individuals, families, businesses, and charitable organizations. Eric's previous experience was with First Financial Equity Corporation and MML Investors Services, LLC.
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
03/17/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
02/15/2018 - 03/07/2022
FIRST FINANCIAL EQUITY CORPORATION (Tempe AZ)
AZ
11/22/2016 - 02/22/2018
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
IA
Issued 12/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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