Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Magen? Claim Your ProfileMagen Fong is a financial advisor at United Planners' Financial Services of America A Limited Partner in Scottsdale, AZ. Magen has been in the financial services industry since 2004 and holds the following licenses: Series 6, 7, 63, 65 and SIE. Magen is a Certified Financial Planner and specializes in retirement planning, estate planning, college savings, and insurance. Magen's approach is personalized and focuses on developing long-term financial strategies for clients.
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
07/26/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
OR
05/11/2013 - 06/24/2024
VOYA FINANCIAL ADVISORS, INC. (Medford OR)
OR
06/09/2009 - 06/06/2011
SUMMIT BROKERAGE SERVICES, INC. (MEDFORD OR)
OR
02/27/2009 - 04/06/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (MEDFORD OR)
OR
09/15/2008 - 01/28/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHLAND OR)
OR
10/31/2005 - 09/11/2008
AIG FINANCIAL ADVISORS, INC. (ASHLAND OR)
AZ
11/17/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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