Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Scott is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc.. Patrick Scott is also an insurance agent and an owner of Heartland Financial Investments. Patrick Scott has been in the financial services industry since March 2016. Patrick Scott is registered in 12 states: Arkansas, California, Florida, Georgia, Indiana, Kansas, Missouri, Oklahoma, Texas, Wyoming, and Missouri as an Investment Advisor. Patrick Scott has the Series 63, Series 66, Series 7 and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
10/05/2020 - Present
Cambridge Investment Research Advisors, Inc. (Carthage MO)
MO
03/10/2017 - 06/12/2020
VOYA FINANCIAL ADVISORS, INC. (Webb City MO)
MO
03/25/2016 - 03/14/2017
NATIONAL PLANNING CORPORATION (WEBB CITY MO)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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