Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scot? Claim Your ProfileScot B Michels is a financial professional with over 30 years of experience in the financial services industry. Scot is currently registered with MML Investors Services, LLC. Scot has a strong background in securities trading and investment advisory services. Scot has been a Registered Representative for over 20 years and holds Series 7, 6, 55, 63 and 65 licenses. Scot is dedicated to providing personalized financial advice and helping clients reach their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
KS
11/08/2010 - Present
MML Investors Services, LLC (OVERLAND PARK KS)
MO
10/30/2009 - 10/13/2010
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
KS
06/27/2005 - 10/14/2009
INVESTMENT PROFESSIONALS, INC. (LEAWOOD KS)
MO
07/26/2001 - 06/23/2005
EDWARD JONES (ST. LOUIS MO)
MI
04/19/2001 - 05/03/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
KS
06/08/1999 - 04/09/2001
WINCHESTER INVESTMENT SECURITIES, INC. (OVERLAND PARK KS)
MA
01/07/1999 - 04/06/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/07/1999 - 04/06/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
03/17/1990 - 03/29/1996
TWENTIETH CENTURY SECURITIES, INC. (KANSAS CITY MO)
NA
10/18/1989 - 02/24/1990
PAMCO SECURITIES AND INSURANCE SERVICES
MA
11/02/1987 - 11/08/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/21/1986 - 11/04/1987
BLINDER, ROBINSON & CO., INC.
IA
Issued 09/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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