Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scott is a financial advisor registered with Osaic Wealth, Inc. Robert has been in the financial industry since June 1994 and holds the following licenses and certifications: Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, and the SIE. Robert has worked for several firms throughout his career, including Questar Capital Corporation and SagePoint Financial, Inc. Robert also holds the Certified Financial Planner designation. Robert provides advisory services to individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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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2
TX
09/01/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
05/06/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
TX
12/01/2006 - 06/06/2016
QUESTAR CAPITAL CORPORATION (HOUSTON TX)
TX
04/17/2002 - 12/01/2006
USALLIANZ SECURITIES, INC. (HOUSTON TX)
GA
04/04/2002 - 04/17/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
06/16/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/23/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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