Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sledge? Claim Your ProfileSledge Killion is a financial advisor with over 25 years of experience in the financial services industry. He is currently registered with United Planners' Financial Services of America A Limited Partner. Previously, Sledge Killion was registered with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. He specializes in providing financial planning, investment management, and pension consulting services to individual clients, corporations and charitable organizations. Sledge Killion has a strong track record of success in helping clients achieve their financial goals.
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
11/08/2016 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
TX
05/13/2016 - 11/10/2016
SIGNATOR INVESTORS, INC. (DALLAS TX)
TX
06/11/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (DALLAS TX)
FL
11/27/1995 - 03/14/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
12/19/1969 - 03/05/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/19/1969 - 03/05/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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