Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Zarling is a financial professional with over 15 years of experience in the industry. Jeffrey has a broad background in financial services having worked with multiple firms such as ProEquities, Inc., Allied Beacon Partners, Inc. and Workman Securities Corporation. Jeffrey is currently registered with United Planners’ Financial Services of America A Limited Partner and holds Series 6, 63 and 65 licenses along with the SIE exam. Jeffrey is also a licensed insurance agent. Jeffrey specializes in providing financial planning services, portfolio management for individuals, and pension consulting services to his clients.
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
AZ
01/16/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MN
03/07/2012 - 01/29/2020
PROEQUITIES, INC. (FAIRMONT MN)
MN
10/03/2011 - 03/08/2012
ALLIED BEACON PARTNERS, INC. (FAIRMONT MN)
MN
01/04/2010 - 09/30/2011
WORKMAN SECURITIES CORPORATION (FAIRMONT MN)
MN
08/13/2007 - 12/31/2009
PRINCOR FINANCIAL SERVICES CORPORATION (FAIRMONT MN)
IA
Issued 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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