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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 Kirwan is a financial advisor with over 35 years of experience in the industry. John is a registered representative with United Planners' Financial Services of America A Limited Partner. Prior to joining this firm, John worked at Royal Alliance Associates, Inc., The Strategic Alliance Corporation, Jefferson-Pilot Investor Services, Inc., and Calvert Securities Corporation. John holds a Series 7, Series 24, Series 63, and Series 65 license. John specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. John is based in Scottsdale, Arizona.
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
01/06/2009 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NC
03/17/1995 - 11/13/2008
ROYAL ALLIANCE ASSOCIATES, INC. (MATTHEWS NC)
NC
07/18/1994 - 03/14/1995
THE STRATEGIC ALLIANCE CORPORATION (ALBEMARLE NC)
IN
04/04/1992 - 03/25/1994
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
MD
09/25/1991 - 10/28/1991
CALVERT SECURITIES CORPORATION (BETHESDA MD)
MD
02/20/1991 - 08/22/1991
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NC
09/14/1989 - 01/17/1991
PLANNED MANAGEMENT COMPANY (CHARLOTTE NC)
NY
09/12/1988 - 10/11/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
11/03/1987 - 09/20/1988
J.C. BRADFORD & CO.
NA
11/17/1986 - 11/05/1987
FIRST TRYON SECURITIES, INC.
NA
12/19/1984 - 11/25/1986
J.C. BRADFORD & CO.
BOTH
Issued 09/07/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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