Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Benjamin joseph Scott is a registered Investment Advisor Representative. George is currently registered with Belpointe Asset Management LLC, with offices in Seal Beach, CA and Reno, NV. George has been in the financial services industry since 1987. George has held previous roles with SagePoint Financial, Inc. in Seal Beach, CA, SunAmerica Securities, Inc. in Phoenix, AZ, Securian Financial Services, Inc. in St. Paul, MN, and PML Securities Company in Newark, DE. George holds the Series 6, 7, 63, and 65 licenses. George specializes in providing financial planning, pension consulting, and portfolio management services for individuals. George is also a business planner for Tax Master Network.
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.
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.
1
2
CA
05/16/2018 - Present
Belpointe Asset Management LLC (Seal Beach CA)
CA
10/31/2005 - 05/17/2018
SAGEPOINT FINANCIAL, INC. (SEAL BEACH CA)
AZ
10/01/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
05/18/1991 - 10/07/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
04/25/1989 - 05/02/1991
PML SECURITIES COMPANY
DE
11/05/1987 - 05/02/1991
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 11/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure George Scott is the right advisor for you? Invested Better is here to help.
