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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 Zachary is a financial advisor with over 15 years of experience in the financial services industry. Joseph is currently registered with United Planners' Financial Services of America A Limited Partner in Scottsdale, Arizona. Prior to joining United Planners', Joseph was associated with New England Securities and Trend Trader, LLC. Joseph holds Series 7, 24, 63, and 66 licenses. Joseph specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Joseph offers a variety of financial planning services, including investment management, retirement planning, and estate planning.
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
04/07/2011 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NJ
11/02/2007 - 10/28/2010
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
AZ
09/22/2004 - 09/20/2007
TREND TRADER, LLC (SCOTTSDALE AZ)
BOTH
Issued 08/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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