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Aaron Tod Vettraino

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ

Scottsdale, AZ

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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
AZ RA APPROVED 2023-10-03
  • AZ RA
    APPROVED
    Since 2023-10-03

Branch Locations

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • 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
The Vanguard Group, Inc. Scottsdale AZ 06/2013 12/2021
M. S. Howells & Co Scottsdale AZ 01/2022 04/2023
United Planners Financial Services Scottsdale AZ 05/2023 Present
Aquasafe Swim School Scottsdale AZ 05/2013 05/2024
  • 06/2013 → 12/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2022 → 04/2023
    M. S. Howells & Co
    Scottsdale, AZ
  • 05/2023 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 05/2013 → 05/2024
    Aquasafe Swim School
    Scottsdale, AZ
Other Businesses

1.) MELROSE PARADISE RECREATION CLUB - SWIM COACH - COMMUNITY POOL - PHOENIX, AZ - SINCE 05/2026 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-29
S63 Uniform Securities Agent State Law Examination 2013-09-06
  • S66 Uniform Combined State Law Examination
    2023-09-29
  • S63 Uniform Securities Agent State Law Examination
    2013-09-06
Other Names
  • Aaron T Vettraino

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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