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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 Birney is a financial advisor with over 30 years of experience in the industry. John has been registered with the state of Florida since 1985. John is also a registered representative of United Planners' Financial Services of America A Limited Partner. John's firm offers a wide range of services, including financial planning, portfolio management, and retirement planning. John has experience working with a variety of clients, including individuals, families, businesses, and institutions. John is committed to providing his clients with personalized financial advice and guidance.
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
FL
07/27/2010 - Present
United Planners' Financial Services OF America A Limited Partner (FLAGLER BEACH FL)
FL
02/25/2005 - 07/16/2010
GENEOS WEALTH MANAGEMENT, INC. (ST. AUGUSTINE FL)
FL
05/21/1999 - 03/07/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MA
04/01/1998 - 06/23/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
02/07/1995 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
06/14/1993 - 02/03/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
MA
01/23/1989 - 07/23/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/01/1987 - 01/28/1989
EQUICO SECURITIES, INC.
NA
07/01/1987 - 01/28/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
09/10/1986 - 06/04/1987
VANDEMAN & FULTON SECURITIES, INC.
NA
12/19/1984 - 10/21/1985
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 03/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2010
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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