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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Rhoads is a financial advisor with United Planners' Financial Services of America A Limited Partner based in Scottsdale, Arizona. John has been a financial advisor since 1991 and has held previous roles at firms such as Cambridge Investment Research, Inc. and Smith Barney Inc.. He has a broad range of experience in the financial services industry and is licensed to provide investment advice in several states. In addition to his work with United Planners' Financial Services of America A Limited Partner, John is also an agent/representative for Lifeline Estate Services Inc. in Reno, Nevada, providing estate 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
01/03/2025 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
IA
07/28/1999 - 09/09/2002
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MO
10/15/1996 - 06/29/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
FL
12/06/1995 - 09/25/1996
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
NY
08/27/1993 - 11/27/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
04/02/1993 - 09/09/1993
VTR CAPITAL, INC. (NEW YORK NY)
CO
02/05/1993 - 04/05/1993
R A F FINANCIAL CORPORATION (DENVER CO)
NA
10/28/1991 - 12/22/1992
CHELSEA STREET SECURITIES, INC.
BOTH
Issued 02/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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