Zhannetta
Thompson
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Zhannetta Thompson is a financial advisor based in Scottsdale, Arizona, working with United Planners' Financial Services Of America A Limited Partner. Zhannetta has previously held positions at Securities America, Inc, United Planners Financial Services, Zhannetta Thompson, Masters Financial Group Inc, Masters At Lake Plaza LLC Dba Millennium Financial, Secret Shopper/Research, Business Welcomes, Sublease Arrangement (Jen), Zhannetta Zaya Thompson, Sublease Arrangement (Brandi Ellis), Sublease Arrangement (Abigail Dix), Zaya Thompson, Sublease Arrangement (Andy), Sunset Financial Services, and The Master's Financial Group, Inc. Zhannetta has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Zhannetta is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Scottsdale, Arizona. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Zhannetta Thompson Work History
Zaya Thompson
Sublease Arrangement (Andy)
United Planners Financial Services
Secret Shopper/Research
Masters At Lake Plaza LLC Dba Millennium Financial
Zhannetta Thompson
Zhannetta Zaya Thompson
Sublease Arrangement (Abigail Dix)
Sublease Arrangement (Jen)
Sublease Arrangement (Brandi Ellis)
Business Welcomes
Masters At Lake Plaza LLC Dba Millennium Financial
Masters Financial Group Inc
Securities America, Inc
Sunset Financial Services
The Master'S Financial Group, Inc
Disclosures
Please visit the SEC profile of Zhannetta Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Melville, NY
South San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
