Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott A Heevner is an investment advisor representative with First Command Advisory Services. Scott has been in the industry since 1996 and has experience with Principal Securities, Inc., MML Investors Services, LLC, and NYLIFE Securities LLC. Scott is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 24, 26, 63, and 65 securities licenses. Scott is also a registered investment advisor representative in Tennessee and Texas.
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.
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
TN
06/13/2019 - Present
First Command Advisory Services (Memphis TN)
TN
08/08/2013 - 06/15/2017
PRINCIPAL SECURITIES, INC. (Cordova TN)
TN
09/11/2009 - 08/02/2013
MML INVESTORS SERVICES, LLC (MEMPHIS TN)
TN
04/30/2007 - 09/02/2009
NYLIFE SECURITIES LLC (MEMPHIS TN)
TN
07/16/1996 - 04/05/2007
FIRST COMMAND FINANCIAL PLANNING, INC. (CLARKSVILLE TN)
IA
Issued 03/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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