Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kira? Claim Your ProfileKira Leigh Scott is a financial advisor with Creative Planning, based in Austin, Texas. Kira has been in the financial services industry for over 20 years, with previous experience at DFA Securities LLC, Thomas Weisel Partners LLC, and MML Investors Services, Inc.. Kira is a Certified Financial Planner and holds the Series 6, 7, 63 and 66 licenses. Kira specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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TX
04/02/2024 - Present
Creative Planning (Austin TX)
TX
08/11/2009 - 10/05/2015
DFA SECURITIES LLC (AUSTIN TX)
CA
03/23/2000 - 09/12/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
MA
07/07/1999 - 01/19/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 12/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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