Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Nuanez is an investment advisor representative affiliated with United Planners' Financial Services of America a Limited Partner since February 2008. James has over 30 years of experience in the financial services industry. James specializes in providing financial planning, portfolio management and selection of other advisors to individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. James is registered in 14 states and holds multiple licenses.
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
10/05/2009 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CA
02/21/1995 - 02/19/2008
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
12/06/1993 - 02/24/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
VA
03/03/1993 - 12/22/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
CA
01/20/1992 - 02/26/1993
NAP FINANCIAL CORPORATION (IRVINE CA)
CA
11/07/1989 - 12/12/1991
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
09/22/1989 - 11/07/1989
VALUE EQUITIES CORPORATION
MA
12/17/1987 - 09/01/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 04/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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