Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael P. O'Malley is a registered investment advisor with United Planners' Financial Services of America A Limited Partner in Scottsdale, Arizona. Michael has been in the industry since July 14, 2005. Michael is also a partner at O'Malley & Berberich CPAs PC, a Scottsdale, Arizona firm. The firm provides accounting, tax prep, and business consulting services. United Planners' Financial Services of America A Limited Partner offers a variety of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm has offices in Scottsdale, Arizona.
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
AZ
08/17/2015 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
08/03/2009 - 08/10/2015
FOOTHILL SECURITIES, INC. (SCOTTSDALE AZ)
AZ
07/15/2005 - 08/03/2009
CUE FINANCIAL GROUP, INC. (PHOENIX AZ)
IA
Issued 09/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael O'Malley is the right advisor for you? Invested Better is here to help.
