Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saul? Claim Your ProfileSaul Medina is a financial advisor with True Fiduciary Financial Advisors, LLC based in Scottsdale, AZ. Saul has been in the industry since 2012 and holds the Series 6, 7 and SIE registrations. Saul is also a Certified Financial Planner™ professional. Saul works with individuals and offers financial planning and portfolio management services. Saul also has an active real estate license and is a realtor.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
01/11/2022 - Present
True Fiduciary Financial Advisors, LLC (SCOTTSDALE AZ)
AZ
06/14/2012 - 08/31/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 07/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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