Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Nilmeier is a financial advisor with over 18 years of experience in the industry. John is a CERTIFIED FINANCIAL PLANNER™ professional, registered with the state of California and Texas, and is a principal at United Planners' Financial Services of America A Limited Partner. John has been a registered representative since 2005, and has also held positions at NEXT FINANCIAL GROUP, INC. and PRINCOR FINANCIAL SERVICES CORPORATION. He is dedicated to helping clients achieve their financial goals. John specializes in providing financial planning, portfolio management, and insurance services. He is committed to providing personalized advice and working with clients to develop a financial plan that meets their individual needs.
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
CA
11/13/2018 - Present
United Planners' Financial Services OF America A Limited Partner (FRESNO CA)
CA
12/11/2007 - 04/29/2010
NEXT FINANCIAL GROUP, INC. (FRESNO CA)
CA
07/07/2006 - 12/13/2007
PRINCOR FINANCIAL SERVICES CORPORATION (FRESNO CA)
FL
02/18/2005 - 07/18/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 02/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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