Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Riddell is a financial professional with over 28 years of experience in the industry. Paul is currently registered with United Planners' Financial Services of America A Limited Partner as a Registered Representative and Investment Advisor Representative. Paul has been associated with United Planners' Financial Services of America A Limited Partner since 2003. Paul has held prior registrations with several other firms including High Mark Securities, Inc., Sigma Financial Corporation, American General Securities Incorporated, Lehman Brothers Inc., Cigna Securities, Inc., American Express Financial Advisors Inc., IDS Securities Corp., IDS Marketing Corporation, and IDS Financial Services Inc. Paul has extensive experience in financial planning, investment advisory, and pension consulting. Paul is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
FL
12/12/2022 - Present
United Planners' Financial Services OF America A Limited Partner (TAMPA FL)
FL
08/07/2003 - 01/14/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TAMPA FL)
FL
02/12/2001 - 08/01/2003
HIGH MARK SECURITIES, INC. (LAKELAND FL)
MI
03/27/2000 - 02/12/2001
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
AZ
09/27/1999 - 03/28/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
02/01/1989 - 10/25/1991
LEHMAN BROTHERS INC.
NA
07/31/1986 - 02/22/1989
CIGNA SECURITIES, INC.
NA
12/24/1986 - 02/24/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
08/25/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
02/05/1985 - 07/22/1986
IDS MARKETING CORPORATION
NA
10/30/1985 - 07/21/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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