Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Conrad Scott is an active investment advisor representative with Avantax Advisory Services. Justin has been in the financial industry since April 2006. Justin currently holds the Series 6, 7, 63, 65, and SIE registrations. Justin's previous employment includes positions with Foreside Fund Services, LLC, Fidelity Investments Institutional Services Company, Inc., Northern Trust Securities, Inc., and Van Kampen Funds Inc. Avantax Advisory Services specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/08/2018 - Present
Avantax Advisory Services (DALLAS TX)
TX
03/22/2013 - 05/02/2014
FORESIDE FUND SERVICES, LLC (FORT WORTH TX)
TX
11/30/2010 - 03/21/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
IL
09/28/2006 - 02/17/2009
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
10/31/2003 - 09/19/2006
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IA
Issued 11/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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