Unclaimed
Philip Dettore is a financial advisor with over 39 years of experience in the financial services industry. Philip is currently a Managing Director with United Planners' Financial Services of America A Limited Partner. Previously, he was with SCF Securities, Inc. and Kestra Investment Services, LLC. Philip is registered with the state of North Carolina and holds the Series 7, Series 24 and Series 63 licenses. He is a Certified Financial Planner. Philip specializes in providing financial planning, investment management, and selection of other advisors.
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
10/01/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NC
11/01/2021 - 09/04/2024
SCF SECURITIES, INC. (LELAND NC)
NC
12/02/2004 - 11/03/2021
KESTRA INVESTMENT SERVICES, LLC (LELAND NC)
TN
06/04/1997 - 11/30/2004
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IA
11/19/1991 - 05/30/1997
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NE
03/08/1990 - 11/25/1991
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
11/19/1989 - 03/15/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
12/18/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/02/1987 - 01/01/1988
SHERWOOD CAPITAL, INC.
NA
11/21/1984 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 11/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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