Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Bradley Paterik is a financial advisor with over 30 years of experience in the financial industry. Rebecca is registered with United Planners' Financial Services of America A Limited Partner and is a CERTIFIED FINANCIAL PLANNER™. Rebecca has a wide range of experience, including providing financial advice to individuals, families, and businesses. Rebecca is committed to providing her clients with personalized financial advice and guidance to help them reach 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
AZ
08/26/2010 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
TX
09/09/2008 - 09/15/2010
NEXT FINANCIAL GROUP, INC. (ADDISON TX)
TX
01/03/2006 - 09/15/2008
MUTUAL SERVICE CORPORATION (ADDISON TX)
TX
10/31/2005 - 01/09/2006
AIG FINANCIAL ADVISORS, INC. (ADDISON TX)
AZ
07/26/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
12/04/1992 - 12/08/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
03/22/1989 - 03/07/1991
MIDAMERICA MANAGEMENT CORPORATION (CEDAR RAPIDS IA)
NA
04/25/1986 - 04/25/1989
SOURCE SECURITIES, INC.
NA
11/14/1983 - 03/13/1985
FIDELITY DISTRIBUTORS CORPORATION
NA
09/21/1983 - 05/15/1984
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 08/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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