Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy Winters Mayben

United Planners' Financial Services OF America A Limited Partner

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy Winters Mayben

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.

Firm Information

Timothy Mayben is currently registered with United Planners' Financial Services OF America A Limited Partner. United Planners' Financial Services OF America A Limited Partner is a registered investment advisor headquartered in Scottsdale, Arizona. Founded in 1987, the firm has a long history of providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. With over 450 licensed agents, investment advisor representatives, and registered representatives, United Planners provides a wide range of advisory services, including financial planning, pension consulting, and portfolio management. The firm manages over $9 billion in assets for its clients.
United Planners' Financial Services OF America A Limited Partner

7333 EAST DOUBLETREE RANCH RD, SUITE 120

SCOTTSDALE, AZ 85258

$9.33B

Assets Under Management

111

Total Clients

425

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy Mayben’s Registration & Firm History

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)

Not sure if Timothy Winters Mayben is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Winters Mayben.
Not sure if Timothy Winters Mayben is right for you?