Unclaimed
John Scott is a financial advisor with ON Investment Management Co. located in Franklin, Tennessee. John has been in the financial services industry since 2005. John has his Series 6, 7 and 66 licenses and is a Certified Financial Planner. John has experience working with clients who are individuals, high net worth individuals, corporations, charitable organizations and pension and profit sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
TN
08/01/2016 - Present
ON Investment Management Co. (Franklin TN)
TN
09/22/2014 - 08/01/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (BRENTWOOD TN)
TN
03/20/2012 - 09/04/2014
PROEQUITIES, INC. (BRENTWOOD TN)
TN
01/31/2006 - 06/10/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MOUNT JULIET TN)
TN
09/07/2005 - 01/13/2006
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
IL
04/29/2003 - 05/04/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NC
03/07/2002 - 04/22/2002
MECKLENBURG SECURITIES CORPORATION (CHARLOTTE NC)
BOTH
Issued 04/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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