Unclaimed
Scot Brooks is a financial professional with over 1 year of experience in the financial services industry. Scot is registered to provide investment advice in Colorado through U.S. Bancorp Investments, Inc.. Scot offers a range of services including financial planning, portfolio management for individuals and businesses, and publication of financial periodicals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
06/16/2021 - Present
U.s. Bancorp Investments, Inc. (Denver CO)
BC
Issued 07/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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