Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Trewin is an Investment Advisor Representative at United Planners' Financial Services Of America A Limited Partner. Joseph has been working in the financial industry since 2008. Joseph's expertise includes financial planning, portfolio management, and insurance. Joseph is also a licensed insurance agent and Notary Public. Joseph 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.
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2
IA
02/10/2023 - Present
United Planners' Financial Services OF America A Limited Partner (INDEPENDENCE IA)
IA
07/10/2008 - 05/27/2010
EQUITRUST MARKETING SERVICES, LLC (INDEPENDENCE IA)
BOTH
Issued 02/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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