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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Feichtel is a financial advisor with United Planners' Financial Services of America A Limited Partner in Scottsdale, Arizona. Joseph has been in the financial services industry since October 12, 1992. Joseph has a Series 6, Series 7, Series 24, and Series 63 license and is a Certified Financial Planner. Joseph is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Idaho, Illinois, Iowa, Michigan, Nevada, New Jersey, North Carolina, Oregon, Pennsylvania, South Carolina, and Virginia.
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
11/21/2013 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
08/10/2004 - 10/29/2013
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
TX
10/13/1992 - 08/26/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 10/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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