Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serena? Claim Your ProfileSerena Davis is a financial advisor with over 20 years of experience in the financial services industry. Serena has worked with United Planners' Financial Services of America since 2018 and previously worked with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Serena offers financial planning, portfolio management and selection of other advisors. Serena is registered with the states of Arizona, California, Colorado, Florida, Hawaii, Idaho, Indiana, Kansas, Louisiana, Maine, Michigan, Mississippi, Missouri, Nevada, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, and Wyoming.
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
CA
01/12/2018 - Present
United Planners' Financial Services OF America A Limited Partner (SONORA CA)
CA
05/13/2016 - 01/19/2018
SIGNATOR INVESTORS, INC. (SONORA CA)
CA
04/26/2001 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SONORA CA)
BOTH
Issued 06/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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