Unclaimed
Scott Turner is a registered investment advisor representative with Schwab Wealth Advisory, Inc., in Indianapolis. Scott has been in the financial services industry since 1999. Scott has worked with Schwab Wealth Advisory Inc. since 2012. Scott is a licensed investment advisor representative in Indiana and Texas. Scott is also registered as a broker in 27 states and is qualified to offer financial advice to a broad range of individuals 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/05/2022 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
BOTH
Issued 02/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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