Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kneip is a financial advisor with over 20 years of experience in the industry. Michael is currently a registered representative with United Planners' Financial Services of America A Limited Partner. Michael is based in Scottsdale, Arizona. Michael previously worked as a registered representative with Wells Fargo Advisors, LLC, Allstate Financial Services, LLC, and Allstate Distributors, L.L.C. Michael holds several securities licenses including Series 6, 7, 10, 24, 26, 51, and 66. Michael's specializations include investment advice, financial planning, pension consulting, and selection of other advisers.
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
04/22/2021 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
IL
04/05/2018 - 04/06/2021
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
AZ
07/14/2015 - 04/16/2018
ALLSTATE FINANCIAL SERVICES, LLC (TEMPE AZ)
AZ
01/03/2011 - 06/02/2015
WELLS FARGO ADVISORS, LLC (SUN CITY AZ)
AZ
03/19/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SUN CITY AZ)
AZ
06/19/2008 - 03/23/2010
WELLS FARGO ADVISORS, LLC (SURPRISE AZ)
TX
05/05/1997 - 08/31/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
01/26/1996 - 04/24/1997
DAIN BOSWORTH INCORPORATED
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2018
Series 24 - General Securities Principal Examination
BC
Issued 11/13/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/21/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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