Serena Davis
Investment Advisor Representative and Registered Principal United Planners Financial Services at Pacific Financial Group
Based in Sonora, United States
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Seniority
Staff
Department
Other
Location
Sonora
Industry
Financial Services
Company size
4
Contact information
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s•••••••@pfgadvisors.com
Phone
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Background
About Serena Davis
As an Investment Advisor Representative of United Planners Financial Services, Serena has the ability to look at complex scenarios and develop complete financial plans for clients, thus helping enable them to achieve their financial goals. United Planners Financial Services financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through United Planners. Pacific Financial Group and United Planners are not affiliated.
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Jack Nissim
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Doug Anderson
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Martha Schnieders
President · General Business & Management
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