Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Allen Gidley is an investment advisor representative with United Planners' Financial Services of America A Limited Partner, with over 30 years of experience in the industry. Scott is registered with the state of Texas for both securities and investment advisory services. Prior to joining United Planners', Scott has held previous positions with AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Carillon Investments, Inc., Investors Capital Corp., Linsco/Private Ledger Corp., and The Equitable Life Assurance Society of the United States.
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
01/26/2007 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
TX
10/31/2005 - 01/08/2007
AIG FINANCIAL ADVISORS, INC. (AUSTIN TX)
AZ
07/25/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
OH
05/24/2002 - 04/25/2003
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MA
09/18/2001 - 06/19/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
SC
10/01/1997 - 09/14/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
10/18/1989 - 10/17/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/18/1989 - 10/17/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/06/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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