Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Zoet has been in the financial services industry since November 1985. Jon is currently registered with United Planners' Financial Services of America A Limited Partner. Jon previously worked for NEXT FINANCIAL GROUP, INC., LPL FINANCIAL CORPORATION, ANDOVER SECURITIES, INC., PRUDENTIAL SECURITIES INCORPORATED, GENEVA SECURITIES,INC., and FIRST AMERICAN NATIONAL SECURITIES, INC.. Jon has a total of 11 years of experience as an investment advisor representative. Jon holds Series 6, 7, 24, 63, and 65 licenses and the SIE exam. Jon provides financial planning, pension consulting, and portfolio management services. Jon is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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
07/08/2010 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
04/13/2009 - 07/02/2010
NEXT FINANCIAL GROUP, INC. (SCOTTSDALE AZ)
AZ
02/25/1994 - 04/16/2009
LPL FINANCIAL CORPORATION (SCOTTSDALE AZ)
MO
04/27/1993 - 03/03/1994
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
NY
03/26/1991 - 03/02/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IL
08/10/1990 - 04/01/1991
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
GA
06/07/1984 - 04/29/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 03/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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