Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamey? Claim Your ProfileJamey Graham is a financial advisor with over 18 years of experience in the financial services industry. Jamey is a Certified Financial Planner™ professional, and has been associated with United Planners' Financial Services of America a Limited Partner since January 2019. Prior to joining United Planners, Jamey worked at Signal Securities, Inc. and Hilltop Securities Inc. Jamey has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Jamey specializes in providing financial planning, investment management, and retirement planning services.
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
01/07/2019 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
TX
10/10/2018 - 12/12/2018
SIGNAL SECURITIES, INC. (Prosper TX)
TX
10/05/2012 - 09/28/2018
HILLTOP SECURITIES INC. (PLANO TX)
TX
08/08/2008 - 10/09/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
TX
06/04/2001 - 08/22/2008
UBS FINANCIAL SERVICES INC. (ADDISON TX)
BOTH
Issued 06/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jamey Graham is the right advisor for you? Invested Better is here to help.
