Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Maliniak is a registered representative with United Planners' Financial Services of America A Limited Partner in Virginia Beach, Virginia. Philip Maliniak has been in the industry since February 15, 2007. Philip Maliniak's firm also has a branch office in Scottsdale, Arizona. Philip Maliniak is also registered as an Investment Advisor Representative with United Planners' Financial Services of America A Limited Partner in Connecticut, New Hampshire, Texas and Virginia. Philip Maliniak has experience with the following products: securities, variable insurance products, fixed insurance products, mutual funds, variable annuities, fixed annuities, and retirement plans. Philip Maliniak has previously worked with Sagepoint Financial, Inc. and 1st Global Capital Corp.
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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2
VA
01/05/2016 - Present
United Planners' Financial Services OF America A Limited Partner (VIRGINIA BEACH VA)
VA
06/10/2011 - 12/31/2015
SAGEPOINT FINANCIAL, INC. (VIRGINIA BEACH VA)
VA
03/26/2010 - 06/16/2011
1ST GLOBAL CAPITAL CORP. (VIRGINIA BEACH VA)
VA
02/12/2007 - 04/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
BOTH
Issued 03/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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