Best Investors Account Sign in
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 2024-09-20
  • AZ RA
    APPROVED
    Since 2024-09-20

Branch Locations

1599 E Orangewood Ave Suite 150, Phoenix, AZ 85020 • 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
Unemployed Mesa AZ 02/2014 08/2017
Tct Real Estate Goodyear AZ 05/2018 Present
Arizona School Of Real Estate Scottsdale AZ 04/2018 05/2018
The Vanguard Group, Inc. Scottsdale AZ 02/2024 07/2024
Fiscal Peace Mesa AZ 08/2017 06/2024
United Planners Financial Services Scottsdale AZ 07/2024 Present
Raguel Shaw Real Estate/ Tct Real Estate Mesa AZ 05/2018 Present
Raguel R Shaw Phoenix AZ 11/2024 Present
  • 02/2014 → 08/2017
    Unemployed
    Mesa, AZ
  • 05/2018 → Present
    Tct Real Estate
    Goodyear, AZ
  • 04/2018 → 05/2018
    Arizona School Of Real Estate
    Scottsdale, AZ
  • 02/2024 → 07/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2017 → 06/2024
    Fiscal Peace
    Mesa, AZ
  • 07/2024 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 05/2018 → Present
    Raguel Shaw Real Estate/ Tct Real Estate
    Mesa, AZ
  • 11/2024 → Present
    Raguel R Shaw
    Phoenix, AZ
Other Businesses

1.) RAGUEL SHAW REAL ESTATE/ TCT REAL ESTATE - REALTOR - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MESA, AZ - SINCE 05/2018 - INVESTMENT RELATED 2.) RAGUEL R SHAW - AGENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 11/2024 - INVESTMENT RELATED 3.) FIRESKY FINANCIAL INC - RELATIONSHIP MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 07/2024 - INVESTMENT RELATED 4.) THE DAVID L REISDORF & LESLIE L REISDORF REVOCABLE LIVING TRUST - EXECUTOR & TRUSTEE - ACTING FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - PAYSON, AZ - SINCE 11/2021 - INVESTMENT RELATED 5.) LEO J REISDORF AND IRENE M REISDORF FAMILY TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - MESA, AZ - SINCE 07/2024 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-12
S63 Uniform Securities Agent State Law Examination 2024-04-23
  • S65 Uniform Investment Adviser Law Examination
    2024-09-12
  • S63 Uniform Securities Agent State Law Examination
    2024-04-23
Other Names
  • Raguel Ruth Reisdorf
  • Raguel Reisdorf
  • Raguel R Reisdorf

View on SEC IAPD

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor