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Tyra A Moore

United Planners' Financial Services OF America A Limited Partner

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About Tyra A Moore

Tyra Moore is a financial advisor with over 25 years of experience in the industry. Tyra has a wide range of experience, having worked for several firms including UBS Financial Services Inc. and Merrill Lynch. Tyra is currently registered with United Planners' Financial Services of America a Limited Partner. Tyra is also a licensed tax preparer and provides consulting services for divorce.

Firm Information

Tyra Moore 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Tyra Moore’s Registration & Firm History

AZ

07/24/2020 - Present

United Planners' Financial Services OF America A Limited Partner (Scottsdale AZ)

AZ

09/05/2012 - 07/28/2020

SECURITIES SERVICE NETWORK, LLC (SCOTTSDALE AZ)

AZ

02/12/2009 - 09/12/2012

UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)

AZ

12/05/2007 - 10/30/2008

ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)

AZ

11/10/2005 - 08/31/2007

FARMERS FINANCIAL SOLUTIONS, LLC (ORO VALLEY AZ)

AZ

10/26/2004 - 10/18/2005

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

NY

04/19/2001 - 09/20/2004

RBC DAIN RAUSCHER INC. (NEW YORK NY)

NY

01/30/1997 - 04/25/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/01/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/11/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Tyra A Moore. Review regulatory record here.
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