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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mari? Claim Your ProfileMari Lynn yoko Naito is a financial advisor registered with United Planners' Financial Services Of America A Limited Partner and has been in the industry since 1983. Mari Naito has a diverse range of experience, having previously worked with SunAmerica Securities, Inc., Anchor National Financial Services, Inc., and Hart-Patterson & Associates, Inc. Mari Naito is registered in 27 states and holds the Series 63, Series 65, Series 7, Series 2, Series 24, and SIE licenses.
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.
1
2
HI
11/25/2002 - Present
United Planners' Financial Services OF America A Limited Partner (HONOLULU HI)
AZ
05/19/1992 - 12/04/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
11/27/1989 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
11/10/1981 - 12/22/1987
HART-PATTERSON & ASSOCIATES, INC.
IA
Issued 01/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1980
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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