Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Charles Nunn is a financial advisor with over 18 years of experience in the industry. Jarrod is currently registered with United Planners' Financial Services of America a Limited Partner and has previously been associated with KMS Financial Services, Inc., WFG Investments, Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jarrod specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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
09/30/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
TX
11/02/2016 - 09/30/2020
KMS FINANCIAL SERVICES, INC. (Fort Worth TX)
TX
01/17/2014 - 11/03/2016
WFG INVESTMENTS, INC. (FORT WORTH TX)
TX
12/05/2008 - 01/29/2014
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
TX
11/19/2004 - 12/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FT. WORTH TX)
BOTH
Issued 12/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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