Unclaimed
Scott Alan Rhodes is a financial advisor with over 35 years of experience. Scott is currently registered with Northwest Capital Management Inc. and CWM, LLC. Scott is also a Chartered Financial Analyst. Scott's expertise is in providing investment advice and financial planning to individuals, high-net-worth individuals, corporations, state or municipal government entities, charitable organizations, and pension and profit-sharing plans. Scott's specialties include portfolio management, financial planning, pension consulting, and selection of other advisers.
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.
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2
WA
08/23/2017 - Present
Northwest Capital Management Inc. (Seattle WA)
NA
09/17/1985 - 12/13/1985
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
08/12/1985 - 12/12/1985
MONY SECURITIES CORP.
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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