Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Garth is a financial advisor with over 7 years of experience in the industry. Whitney is currently registered with United Planners' Financial Services of America A Limited Partner, and previously worked with Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC and Vanguard Marketing Corporation. Whitney is a licensed securities professional and holds a Series 4, Series 6, Series 7TO, Series 24, and Series 63 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
08/23/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CA
05/14/2024 - 08/29/2024
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
05/14/2024 - 08/29/2024
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
05/14/2024 - 08/29/2024
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
05/14/2024 - 08/29/2024
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
AZ
01/12/2017 - 04/04/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 01/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2021
Series 4 - Registered Options Principal Examination
BC
Issued 07/27/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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