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Amy Renee Scott

Navy Federal Investment Services, LLC

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About Amy Renee Scott

Amy Scott is a financial advisor with Navy Federal Investment Services, LLC. Amy has been working in the financial industry since 2013 and has a wide range of experience in financial services. Amy is a registered representative and investment advisor representative, and is also a certified financial planner. Amy has a passion for helping clients achieve their financial goals. Amy is committed to providing her clients with personalized financial advice that meets their unique needs. Amy is located in Vienna, Virginia and is available to meet with clients in person or virtually.

Firm Information

Amy Scott is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Scott’s Registration & Firm History

VA

02/23/2023 - Present

Navy Federal Investment Services, LLC (Vienna VA)

VA

08/28/2020 - 07/27/2022

NAVY FEDERAL INVESTMENT SERVICES, LLC (STAFFORD VA)

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Licenses & Designations

BOTH

Issued 12/04/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Amy Renee Scott. Review regulatory record here.
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