Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lippincott is a financial advisor with United Planners' Financial Services of America a Limited Partner in Tulare, California. Michelle has been in the financial industry since 2014. Michelle is a Registered Representative (Series 6 and 63) and a Registered Investment Advisor (Series 65). Michelle has experience with a variety of financial products and services, including insurance, financial planning, and investment management.
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
CA
01/08/2024 - Present
United Planners' Financial Services OF America A Limited Partner (TULARE CA)
CA
04/23/2019 - 04/16/2020
MINISTRY PARTNERS SECURITIES, LLC (BREA CA)
CA
11/13/2014 - 04/18/2019
PLANMEMBER SECURITIES CORPORATION (TULARE CA)
IA
Issued 04/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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