Unclaimed
Donald Eugene Scott is an investment advisor representative with Commonwealth Financial Network. Donald has over 25 years of experience in the financial services industry. Donald is licensed in Tennessee to provide investment advice. Donald is also a Certified Public Accountant (CPA) and offers tax preparation and accounting services. Donald's specializations include Retirement Planning, Investment Management, Estate Planning, Insurance Planning, and College Savings. Donald is committed to providing his clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
01/15/2020 - Present
Commonwealth Financial Network (MEMPHIS TN)
MS
01/29/2013 - 02/15/2016
CETERA INVESTMENT SERVICES LLC (SOUTHAVEN MS)
TN
10/13/2009 - 01/29/2013
FIRST TENNESSEE BROKERAGE, INC. (CHATTANOOGA TN)
TN
04/26/2005 - 04/06/2009
FIRST TENNESSEE BROKERAGE, INC. (GERMANTOWN TN)
MS
01/10/2000 - 04/13/2005
BANCORPSOUTH INVESTMENT SERVICES, INC. (JACKSON MS)
NM
09/22/1999 - 02/09/2000
TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
NJ
09/05/1997 - 09/16/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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