Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gwendolyn? Claim Your ProfileGwendolyn Scott is a financial advisor with LPL Financial LLC, a firm headquartered in Fort Mill, SC. She is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the financial services industry since August 6, 1998. Gwendolyn Scott specializes in offering a variety of financial planning services, including portfolio management, investment advice, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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
GA
06/08/2021 - Present
LPL Financial LLC (ATLANTA GA)
GA
03/24/2008 - 06/11/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
GA
11/29/2006 - 02/08/2008
ESSEX NATIONAL SECURITIES, INC. (ALPHARETTA GA)
GA
03/16/1999 - 12/01/2006
CUSO FINANCIAL SERVICES, L.P. (ALPHARETTA GA)
GA
06/05/1998 - 02/24/1999
FIDELITY NATIONAL CAPITAL INVESTORS, INC. (ATLANTA GA)
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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