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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Bradshaw is a financial advisor at United Planners' Financial Services of America a Limited Partner, a firm with over $1 billion in assets under management. Norman has been providing financial advice for over 20 years, and is a Certified Financial Planner. Prior to joining United Planners' Financial Services of America a Limited Partner, Norman was a financial advisor at Cambridge Investment Research, Inc. and Parkland Securities, LLC. Norman provides financial planning, pension consulting, and portfolio management for individuals and businesses. Norman's expertise can be applied to a diverse set of clients, including high-net-worth individuals, corporations and charitable organizations.
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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NC
11/06/2019 - Present
United Planners' Financial Services OF America A Limited Partner (SALISBURY NC)
NC
02/03/2015 - 11/06/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (SALISBURY NC)
NC
04/21/2006 - 02/04/2015
PARKLAND SECURITIES, LLC (SALISBURY NC)
NC
03/13/2006 - 03/23/2006
PRIMEVEST FINANCIAL SERVICES, INC. (SALISBURY NC)
NC
02/12/2002 - 02/28/2005
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
MI
02/09/2002 - 02/13/2002
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CA
10/30/2000 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SC
04/21/1998 - 10/27/2000
W.C. SMITH & COMPANY, INC. (GREENVILLE SC)
IA
Issued 02/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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