Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Eller is a financial advisor with United Planners' Financial Services of America A Limited Partner. Joshua is based in Scottsdale, Arizona and has been working in the financial industry for over 7 years. Joshua has experience in the industry providing financial planning and portfolio management for individuals, pension consulting, and selection of other advisors.
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
08/04/2023 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
SC
03/27/2023 - 08/10/2023
LPL FINANCIAL LLC (FORT MILL SC)
TX
07/20/2022 - 04/05/2023
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
02/11/2019 - 01/03/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CYPRESS TX)
TX
04/03/2018 - 02/14/2019
J.P. MORGAN SECURITIES LLC (Houston TX)
TX
03/04/2016 - 02/02/2017
EDWARD JONES (CYPRESS TX)
BOTH
Issued 08/23/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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