Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kainoa Timbal is a financial advisor with over 15 years of experience in the industry. Steven is currently registered with United Planners' Financial Services of America A Limited Partner and has previously worked with PRUCO SECURITIES, LLC. Steven holds both Series 6 and 7 licenses as well as Series 63 and 65 and is a Chartered Financial Consultant. Steven provides financial planning, portfolio management, and pension consulting services to individuals and businesses. Steven is committed to providing clients with personalized financial advice and helping them 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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CA
10/15/2015 - Present
United Planners' Financial Services OF America A Limited Partner (Aliso Viejo CA)
CA
10/10/2007 - 10/26/2015
PRUCO SECURITIES, LLC. (IRVINE CA)
IA
Issued 10/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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