Unclaimed
Christopher Scout is a financial advisor with Level Four Advisory Services, LLC, based in JENSEN BEACH, FL. Christopher has been in the financial services industry since 1994. Christopher has a wide range of experience in the financial services industry, including previous roles at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher is also a registered Investment Advisor Representative with Level Four Advisory Services, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
FL
06/21/2024 - Present
Level Four Advisory Services (JENSEN BEACH FL)
GA
09/27/2010 - 06/05/2024
WELLS FARGO CLEARING SERVICES, LLC (DULUTH GA)
CA
05/08/2006 - 09/17/2010
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
AZ
08/01/2000 - 05/17/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MESA AZ)
NJ
11/16/1993 - 02/18/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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