Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Petty is a financial advisor with over 30 years of experience in the industry. Marvin is currently registered with United Planners' Financial Services of America A Limited Partner and has been with the firm since 2011. Marvin holds a Series 63, 65, and 7 licenses, as well as a Series 24 license. Marvin has experience working with individuals, corporations, and charitable organizations. Marvin is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
TX
09/22/2011 - Present
United Planners' Financial Services OF America A Limited Partner (FORT WORTH TX)
TX
06/16/2008 - 09/27/2011
WEAVER TIDWELL CAPITAL, LLC (FT WORTH TX)
TX
06/01/2005 - 06/23/2008
OAKBROOK FINANCIAL GROUP, LLC (FORT WORTH TX)
FL
08/30/2004 - 06/02/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
02/11/2003 - 09/03/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
09/17/1991 - 02/24/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/17/1991 - 02/24/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/10/1992 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
IA
Issued 11/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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