Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Niles? Claim Your ProfileNiles Geary is a financial advisor with United Planners' Financial Services of America a Limited Partner in Scottsdale, Arizona. Niles has been a registered representative since 2009 and has experience in providing financial planning, portfolio management, and insurance services. He has held previous positions with Wells Fargo Advisors, LLC and SMA Equities, Inc. Niles is licensed to sell securities in Alabama, Florida, Georgia, Kentucky, Maryland, Mississippi, New York, North Carolina, South Carolina, Tennessee, Virginia, and Wisconsin. He also holds Series 6, 7, and 66 licenses, as well as the Securities Industry Essentials Examination (SIE).
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
01/01/2025 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
TN
02/16/2009 - 05/21/2012
WELLS FARGO ADVISORS, LLC (JOHNSON CITY TN)
NA
03/14/1989 - 10/21/1989
SMA EQUITIES, INC.
BOTH
Issued 03/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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