Unclaimed
Philip Scott has been an active investment advisor for over 30 years, with a background in various financial services firms. Philip is currently a Registered Representative with Souders Financial Advisors, LLC. He is licensed in several states, including Florida, Ohio, and Texas, where he provides financial planning and investment advice to individuals, businesses, and retirement plans. Philip has worked for both large and small firms over his career, gaining experience in various financial services areas.
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
OH
06/05/2023 - Present
Souders Financial Advisors, LLC (Springfield OH)
OH
07/31/2012 - 09/09/2019
LPL FINANCIAL LLC (SPRINGFIELD OH)
OH
06/22/2006 - 07/31/2012
NATIONAL PLANNING CORPORATION (SPRINGFIELD OH)
NY
08/05/2005 - 06/19/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
05/04/1993 - 07/21/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
12/19/1991 - 04/30/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/19/1991 - 04/30/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 08/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Scott is the right advisor for you? Invested Better is here to help.