Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scot? Claim Your ProfileScot Regner is a financial advisor with over 40 years of experience in the industry. Scot has been registered with the Securities and Exchange Commission since 1980. Currently Scot is registered with Osaic Wealth, Inc. and is also registered as an investment advisor representative with American Portfolios Financial Services, Inc. Scot has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. Scot is licensed to provide financial services in Florida, Georgia, Maine, Montana, New Hampshire, North Carolina, South Carolina, Tennessee and Texas. Scot is committed to providing his clients with personalized financial advice and guidance.
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
FL
12/13/2024 - Present
Osaic Wealth, Inc. (Ponte Vedra Beach FL)
FL
10/20/1980 - 02/27/2024
EQUITABLE ADVISORS, LLC (JACKSONVILLE BEACH FL)
NY
10/17/1980 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 06/23/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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