Rose Tipton

VP, Operations & Trading at United Planners

Rose has been with United Planners since 1988 and is one of the original employees of the firm. Prior to United Planners, she spent almost 10 years with Anchor National Financial Services. Rose has had a clearing relationship with Pershing since 1984. She holds her Series 7, 63, 24, 4, & 53 licenses. Rose enjoys spending time with her children and going to Phoenix Coyotes hockey games.

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Timeline

  • VP, Operations & Trading

    Current role