Unclaimed
Michael Scott is a financial advisor with over 37 years of experience in the industry. Michael is currently registered with Oneramerica Securities, Inc. and Support Services Financial Advisors, Inc. Michael holds Series 6, 26, 63, SIE, and 99TO licenses. Michael specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and 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.
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
IN
05/23/2024 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
OH
03/22/1996 - 04/24/2002
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
OH
07/28/1986 - 03/29/1996
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BC
Issued 01/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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