Unclaimed
Timothy Mayben is a financial advisor who has been in the industry since 2001. Timothy is currently registered with United Planners' Financial Services of America a Limited Partner in Plano, TX. Timothy has previously worked at Walnut Street Securities, Inc. and AXA Advisors, LLC. Timothy holds the Series 7, Series 24, and Series 66 licenses. Timothy's specializations include Retirement, Investment, Estate Planning, and Insurance. Timothy is also a licensed agent for non-variable insurance and is the President of The Mayben Company LLC, a marketing DBA. Timothy is a Registered Investment Advisor in Texas.
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
TX
02/05/2003 - Present
United Planners' Financial Services OF America A Limited Partner (PLANO TX)
CA
08/23/2001 - 01/28/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
11/15/2000 - 06/05/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 02/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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