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Kimberly Jean Scott

Virtus Investment Advisers, Inc.

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About Kimberly Jean Scott

Kimberly Jean Scott is a registered representative with Virtus Investment Advisers, Inc., based in Hartford, CT. Kimberly has been in the financial services industry since 2004 and has experience working with various firms, including People's Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Inc., Allstate Financial Services, LLC, Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Kimberly holds Series 66, Series 7 and SIE licenses. She is a specialist in investment companies.

Firm Information

Kimberly Scott is currently registered with Virtus Investment Advisers, Inc.. Virtus Investment Advisers, Inc. is an investment advisor registered with the SEC. Located in HARTFORD, CT, the firm primarily serves investment companies, managing $53,982,609,839 in assets for 105 clients. Virtus Investment Advisers, Inc. also provides selection of other advisors and other advisory services.
Virtus Investment Advisers, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$53.98B

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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an employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kimberly Scott’s Registration & Firm History

CT

11/26/2012 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

CT

05/11/2011 - 10/19/2012

PEOPLE'S SECURITIES, INC. (WETHERSFIELD CT)

CT

07/02/2010 - 05/04/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)

CT

12/05/2009 - 07/23/2010

METLIFE SECURITIES INC. (WETHERSFIELD CT)

CT

05/27/2009 - 11/23/2009

ALLSTATE FINANCIAL SERVICES, LLC (MANCHESTER CT)

CT

12/10/2004 - 04/03/2009

AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)

MN

12/10/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/20/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kimberly Jean Scott. Review regulatory record here.
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