Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scot? Claim Your ProfileScot Fletcher Moore is a financial advisor with over 8 years of experience in the financial services industry. Scot is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc. and Mutual of Omaha Investor Services, Inc. Scot holds a Series 63, Series 6, and SIE license. Scot is registered in Iowa, Nebraska, and Texas. Scot specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Scot and Osaic Wealth, Inc. manage assets for a variety of clients including individuals, families, corporations, and businesses.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
03/30/2018 - 06/14/2024
SECURITIES AMERICA, INC. (LINCOLN NE)
NE
07/07/2015 - 01/30/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LINCOLN NE)
BC
Issued 07/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scot Moore is the right advisor for you? Invested Better is here to help.
