Unclaimed
Jarail Allen Scott is a financial professional with over 7 years of experience in the financial industry. Jarail currently holds a Series 6, 7, 99, and 63 licenses and is registered with LPL Financial LLC in South Carolina and North Carolina. Jarail's previous experience includes working at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC where Jarail was registered for over four years. Jarail focuses on providing financial planning, portfolio management for businesses and individuals, and other advisory services.
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.
1
2
SC
12/14/2020 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/21/2016 - 09/28/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 11/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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