Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philippe? Claim Your ProfilePhilippe E. Berthoud is a financial advisor with over 15 years of experience in the industry. Philippe has a strong background in financial planning, portfolio management, and investment advisory services. He is currently registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) with United Planners' Financial Services of America A Limited Partner, a firm with over $1 billion in assets under management. Philippe specializes in providing financial advice to individuals, families, and small businesses. He is dedicated to helping his clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.
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
MA
02/15/2008 - Present
United Planners' Financial Services OF America A Limited Partner (DANVERS MA)
BC
Issued 01/22/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Philippe Berthoud is the right advisor for you? Invested Better is here to help.
