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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Thomas Minihan is a financial advisor with over 14 years of experience in the industry. Stephen is a Certified Financial Planner and holds the Series 7, Series 24 and Series 66 licenses. Stephen is registered with United Planners' Financial Services of America A Limited Partner. Stephen has a broad range of experience, serving individuals, corporations, charitable organizations, and pension plans. Stephen also has a strong background in education and has worked as an instructor at the University of California Los Angeles (UCLA). Stephen specializes in financial planning, retirement planning, and investment management.
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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AZ
05/12/2014 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CA
02/14/2006 - 11/18/2013
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
BOTH
Issued 02/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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