Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Crawford is a financial advisor with Commonwealth Financial Network. Scott has over 20 years of experience in the financial services industry. Scott is a registered representative of Commonwealth Financial Network and a registered investment advisor representative of Whetstone Financial, LLC. Scott specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Scott is dedicated to helping clients achieve their financial goals. Scott has a Bachelor of Science degree in Business Administration from Ohio University. Scott is active in the community and is a member of the Marion Rotary Club.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
05/25/2016 - Present
Commonwealth Financial Network (Marion OH)
OH
03/15/2006 - 05/25/2016
CETERA ADVISOR NETWORKS LLC (MARION OH)
OH
02/11/2005 - 03/08/2006
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
GA
10/19/2004 - 01/03/2005
PFS INVESTMENTS INC. (DULUTH GA)
GA
12/18/2002 - 12/15/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 05/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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