Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyson? Claim Your ProfileTyson Sterling has been a registered representative for over 22 years. Tyson is currently employed by United Planners' Financial Services Of America A Limited Partner, a firm headquartered in Scottsdale, Arizona. Tyson is registered to provide investment advice in multiple states and has also held positions at a number of other financial firms. Tyson specializes in providing financial planning, pension consulting, and portfolio management services for both individuals and businesses.
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
07/18/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
03/25/2010 - 04/16/2010
J.P. TURNER & COMPANY, L.L.C. (PHOENIX AZ)
AZ
09/17/2007 - 03/29/2010
GUNNALLEN FINANCIAL, INC (PHOENIX AZ)
AZ
08/22/2003 - 02/16/2007
GENEOS WEALTH MANAGEMENT, INC. (PHOENIX AZ)
NY
06/19/2001 - 08/05/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/17/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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