Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ludeman is a financial advisor with United Planners' Financial Services Of America A Limited Partner. Jonathan has been in the financial services industry since 2005. He has a Series 7, Series 66, and SIE license. Jonathan is also a Certified Financial Planner (CFP). Jonathan's firm, United Planners' Financial Services Of America A Limited Partner, has been in business since 1996 and has over 455 licensed agents and 570 registered representatives. The firm offers a variety of financial services, including financial planning, portfolio management, and pension consulting. They work with clients of all types, including individuals, families, businesses, and charities. Jonathan has worked for Centaurus Financial, Inc., Pacific West Securities, Inc. and Ludeman Capital Management in the past.
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
11/01/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
WA
01/27/2012 - 10/28/2022
CENTAURUS FINANCIAL, INC. (FERNDALE WA)
WA
03/24/2005 - 01/30/2012
PACIFIC WEST SECURITIES, INC. (BELLINGHAM WA)
BOTH
Issued 04/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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