Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Thornton is a financial advisor with over 18 years of experience in the industry. Jenna is a Certified Financial Planner and Chartered Financial Consultant. Jenna is currently registered with United Planners' Financial Services of America A Limited Partner. Before joining United Planners' Financial Services, Jenna was with DEWAAY FINANCIAL NETWORK, LLC and MERIDIAN UNITED CAPITAL, LLC. Jenna specializes in working with individuals, corporations, charitable organizations and pension and profit sharing plans.
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
04/03/2023 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
09/01/2010 - 08/23/2012
DEWAAY FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
AZ
04/13/2007 - 10/08/2010
MERIDIAN UNITED CAPITAL, LLC (SCOTTSDALE AZ)
SC
07/07/2004 - 02/24/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 09/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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