Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott O'Keeffe is a financial advisor with United Planners' Financial Services of America A Limited Partner in Scottsdale, Arizona. Scott has been in the financial services industry since March 7, 1997. Scott is registered with the state of Arizona as both a broker and an investment advisor. Scott has experience in providing financial planning services to individuals, businesses, and charitable organizations. Scott has also worked as an independent insurance agent.
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
01/31/2011 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
10/31/2005 - 12/13/2010
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
03/28/2003 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
03/28/2003 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
04/17/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NV
06/09/1995 - 08/18/1995
WEST AMERICA SECURITIES CORP (LAS VEGAS NV)
IA
Issued 05/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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