Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Hlodnicki is a financial advisor with over 35 years of experience in the industry. Paul has a strong track record of providing financial advice to individuals, families, and businesses. Paul is a registered representative of United Planners' Financial Services of America a Limited Partner and is licensed in 51 states. He is also a registered investment advisor in Arizona. Paul specializes in financial planning, portfolio management, and retirement planning. Paul has held previous positions at various firms including Woodbury Financial Services, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., and Sagepoint Financial, Inc.
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
02/04/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
11/01/2013 - 10/15/2019
WOODBURY FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
01/11/2010 - 10/15/2019
FSC SECURITIES CORPORATION (PHOENIX AZ)
AZ
01/11/2010 - 10/15/2019
ROYAL ALLIANCE ASSOCIATES, INC. (PHOENIX AZ)
AZ
10/31/2005 - 10/15/2019
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
12/20/2007 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
07/19/1996 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
11/21/1995 - 02/05/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/21/1995 - 02/05/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
07/21/1993 - 05/30/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CA
03/25/1992 - 06/25/1993
STANFORD SECURITIES INCORPORATED (PALM DESERT CA)
AZ
11/19/1989 - 04/01/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/16/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/22/1987 - 01/26/1988
MARKETING ONE SECURITIES, INC.
NA
06/24/1982 - 05/30/1985
IDS FINANCIAL SERVICES INC.
NA
10/24/1979 - 06/17/1981
A. G. EDWARDS & SONS, INC.
BOTH
Issued 08/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2009
Series 4 - Registered Options Principal Examination
BC
Issued 07/25/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Hlodnicki is the right advisor for you? Invested Better is here to help.
