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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Masterman is a financial advisor with United Planners' Financial Services of America A Limited Partner, an independent broker-dealer, registered investment advisor and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Ethan has been in the securities industry since 2002. Ethan has an active license to provide investment advisory services in Maine. Ethan has passed the Series 6, 7, 63, and 66 exams. Ethan has also passed the Securities Industry Essentials (SIE) Exam. Ethan is also a registered representative of United Planners' Financial Services of America A Limited Partner and a licensed agent in Maine. In addition to his work with United Planners' Financial Services of America A Limited Partner, Ethan also owns and operates Masterman Agency, a DBA name for marketing purposes only. Ethan is also the president of Masterman Properties, a real estate sales and rental property management company, and he is the owner of Ethan Masterman, a non-variable insurance company. Ethan's areas of expertise include financial planning, retirement planning, and insurance. Ethan is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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
ME
04/30/2010 - Present
United Planners' Financial Services OF America A Limited Partner (SKOWHEGAN ME)
ME
03/01/2007 - 06/27/2008
ROYAL ALLIANCE ASSOCIATES, INC. (ROCKLAND ME)
ME
10/01/2004 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (WEST FARMINGTON ME)
CO
03/29/2002 - 10/01/2004
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
BOTH
Issued 05/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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