Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raguel? Claim Your ProfileRaguel Shaw is a financial advisor with United Planners' Financial Services of America a Limited Partner. Raguel has been a registered representative since 2024, and has passed the Series 7TO and SIE exams. Raguel specializes in providing financial planning and portfolio management services to individuals and businesses. Raguel also has experience in real estate sales, rental properties, and property management. Raguel's clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
AZ
09/20/2024 - Present
United Planners' Financial Services OF America A Limited Partner (PHOENIX AZ)
AZ
04/06/2024 - 08/14/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 04/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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