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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2013-11-07
  • CA RA
    APPROVED
    Since 2013-11-07

Branch Locations

10833 Valley View St. Suite 520, Cypress, CA 90630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners' Financial Services Scottsdale AZ 10/2013 Present
Vantaquest Seal Beach CA 10/2013 Present
Vantaquest Seal Beach CA 11/2013 Present
Rental Property Owner Seal Beach CA 09/2011 Present
  • 10/2013 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 10/2013 → Present
    Vantaquest
    Seal Beach, CA
  • 11/2013 → Present
    Vantaquest
    Seal Beach, CA
  • 09/2011 → Present
    Rental Property Owner
    Seal Beach, CA
Previous Registrations
  • 2013-02-14 → 2013-10-28
    Cetera Wealth Services, Llc
    Seal Beach, CA
  • 2008-10-21 → 2009-12-23
    Associated Planners Investment Advisory Inc
    Boston, MA
  • 2008-10-21 → 2009-12-04
    Associated Securities Corp.
    Boston, MA
    El Segundo, CA
Other Businesses

1.) VANTAQUEST - ADMINISTRATIVE ASSISTANT - PROVIDING SUPPORT FOR INSURANCE AND FINANCIAL SERVICES - SEAL BEACH, CA - SINCE 11/2013 - INVESTMENT RELATED 2.) VANTAQUEST - CLIENT RELATIONSHIP MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - CYPRESS, CA - SINCE 11/2013 - INVESTMENT RELATED 3.) LANDLORD/PROPERTY OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SEAL BEACH, CA - SINCE 09/2011 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-29
  • S66 Uniform Combined State Law Examination
    1999-12-29
Other Names
  • Fabiola Lucrecia Delgado
  • Fabiola L Hill

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