Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Micah Lippincott is a financial advisor at United Planners’ Financial Services of America A Limited Partner, a firm with over $1 billion in assets under management. Seth specializes in providing financial planning and portfolio management services to individuals, families, and businesses. He is also licensed to sell non-variable insurance products. Seth is committed to helping clients achieve their financial goals through personalized advice and tailored investment strategies. He holds the Series 7TO, Series 66, and SIE licenses, and is a registered representative in California and Kansas. Seth is also a member of the National Association of Insurance and Financial Advisors (NAIFA).
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.
1
2
CA
03/21/2022 - Present
United Planners' Financial Services OF America A Limited Partner (TULARE CA)
BOTH
Issued 03/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Seth Lippincott is the right advisor for you? Invested Better is here to help.
