Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Kesselhaut is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with United Planners' Financial Services of America a Limited Partner, a firm that provides financial planning and investment management services. Stuart is also registered as an Investment Advisor Representative in California. Stuart has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. His areas of expertise include retirement planning, college savings, estate planning, and investment management. Stuart is committed to helping his 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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CA
03/10/2000 - Present
United Planners' Financial Services OF America A Limited Partner (CARLSBAD CA)
NJ
12/10/1992 - 06/21/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 04/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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