Unclaimed
Tyler Keegan is an investment advisor representative with United Planners' Financial Services Of America A Limited Partner. Tyler has been in the financial services industry for over 5 years and is currently registered with the state of Arizona. Tyler has experience with both financial planning and portfolio management, and is committed to providing clients with personalized investment advice. Prior to joining United Planners, Tyler worked at Vanguard Marketing Corporation and holds Series 6, 7, 63 and 66 licenses.
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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2
AZ
04/08/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
12/22/2017 - 08/08/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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