Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ray Scott is a financial advisor currently registered with PFS Investments Inc. Donald has been working in the financial services industry since 2017 and is licensed in Missouri. Donald's experience includes time at GWFS Equities, Inc. in Overland Park, KS. He holds several industry certifications including Series 6, Series 6TO, Series 26 and SIE. Donald specializes in portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
10/09/2018 - Present
PFS Investments Inc. (KANSAS CITY MO)
KS
10/07/2015 - 12/14/2016
GWFS EQUITIES, INC. (OVERLAND PARK KS)
BC
Issued 12/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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