Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Tipton is a Registered Representative with United Planners' Financial Services Of America A Limited Partner. Rosemary is registered with the state of Arizona and Arkansas. Rosemary holds a Series 4, 7, 24, 53, 63, 99TO and SIE license. Rosemary has been in the financial services industry since August 25, 1984.
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
02/02/1988 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NA
08/22/1984 - 01/28/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 08/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2002
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/20/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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