Richard Shields
CEO, CFP, and Entrepreneur.
- Role
- Registered Principal at United Planners Financial Services
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Richard Shields
Through personalized financial guidance, I help people to articulate their needs and…
Experience
Registered Principal
United Planners Financial Services
Aug 2012 — Present
Richard K. Shields is a registered principal offering securities through United Planners Financial Services, Member FINRA/SIPC. Synergy Financial Group of Arizona is a Registered Investment Advisory firm in the state of Arizona. United Planners and Synergy Financial Group are not affiliated.
Education
Northern Arizona University-The W. A. Franke College of Business
Bachelor of Science, Marketing
1964 — 1967
Skills
- Wealth
- Asset Management
- Series 63
- Marketing
- Investments
- Certified Financial Planner
- Securities
- Estate Planning
- Long-Term Care
- 401k
- Fixed Annuities
- Wealth Management Services
- Retirement
- Strategic Financial Planning
- Financial Advisory
- Wealth Management
- Iras
- Retirement Planning
- Finra
- Life Insurance
- Finance
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Management
- Investment Advisory
- Series 7
- Investment Management
- Alternative Investments
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