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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacinta? Claim Your ProfileJacinta Philomena Gauvin is a financial advisor currently registered with United Planners' Financial Services of America A Limited Partner. Jacinta is a licensed professional with multiple certifications, including Series 7TO, Series 63 and Series 65 licenses. Jacinta has been working in the financial services industry since 2018. Jacinta is passionate about helping clients achieve their financial goals and provides a range of services including financial planning, portfolio management, and pension consulting. Jacinta Philomena Gauvin is a dedicated and experienced financial advisor committed to providing clients with personalized financial guidance and support.
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
VA
05/03/2024 - Present
United Planners' Financial Services OF America A Limited Partner (VIRGINIA BEACH VA)
VA
09/12/2022 - 05/10/2024
RAYMOND JAMES & ASSOCIATES, INC. (VIRGINIA BEACH VA)
VA
02/03/2021 - 07/26/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (GLOUCESTER VA)
VA
09/29/2020 - 12/21/2020
SECURITIES AMERICA, INC. (HAMPTON VA)
IA
Issued 02/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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