Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dee Scott is a financial advisor who has been in the industry since 1992. Scott is currently registered with Centaurus Financial, Inc. and has previously worked with Cetera Advisors LLC, Pacific West Securities, Inc., United Planners' Financial Services of America A Limited Partner, WMA Securities, Inc., and Intersecurities, Inc. Scott holds Series 6, 7, 24, 26, and 66 securities licenses, and is registered to offer investment advice in California, Idaho, Oregon, Utah, and Wyoming. Scott specializes in financial planning, pension consulting, and portfolio management. He is a member of the Estate Planning Team and the Brigham City Rotary Club, and serves on the Utah State University Brigham City Campus Advisory Board.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
01/06/2025 - Present
Centaurus Financial, Inc. (BRIGHAM CITY UT)
UT
02/28/2012 - 12/31/2013
CETERA ADVISORS LLC (BRIGHAM CITY UT)
UT
03/24/2004 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (BRIGHAM CITY UT)
AZ
12/17/1998 - 03/24/2004
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
GA
06/06/1994 - 12/23/1998
WMA SECURITIES, INC. (DULUTH GA)
FL
09/21/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/24/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Scott is the right advisor for you? Invested Better is here to help.
