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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Scott is an active investment advisor representative with Arvest Wealth Management in Rogers, Arkansas. Samuel has been in the financial services industry since April 7, 2000, and has a diverse background with experience at both Crews & Associates, Inc. and H.D. Vest Investment Services. Samuel is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 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.
A percentage of the total value of assets under management is charged.
1
2
AR
09/04/2008 - Present
Arvest Wealth Management (ROGERS AR)
AR
07/13/2006 - 08/22/2008
CREWS & ASSOCIATES, INC. (FAYETTEVILLE AR)
TX
09/10/1999 - 01/28/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 11/29/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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