Serena
Davis
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Serena Davis is a financial advisor based in Sonora, California, working with United Planners' Financial Services Of America A Limited Partner. Serena has previously held positions at Transamerica Financial Advisors, Inc, Dba: Pacific Financial Group, Fixed Insurance, Signator Investors, Inc, United Planners Financial Services Of America, Serena Davis, and Pacific Financial Group. Serena has passed the Series 66 regulatory exam and is registered to provide services in California, Idaho, and Texas. Currently, Serena is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Sonora, California. 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
Serena Davis Work History
Serena Davis
United Planners Financial Services Of America
Pacific Financial Group
Dba: Pacific Financial Group
Fixed Insurance
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Serena Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
