Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhannetta? Claim Your ProfileZhannetta Zaya Thompson is a financial advisor with United Planners’ Financial Services of America, a limited partnership. Zhannetta is registered in 12 states, including California, Colorado, Florida, Kansas, Minnesota, Nebraska, North Dakota, Oklahoma, South Dakota, Texas, and Wyoming. Zhannetta has been in the financial industry since June 9, 2014. Zhannetta is also a member of Masters at Lake Plaza LLC DBA Millennium Financial.
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
03/04/2019 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CO
11/14/2014 - 12/31/2015
SECURITIES AMERICA, INC. (GREELY CO)
CO
06/06/2014 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (GREELEY CO)
IA
Issued 02/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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