Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alan Spang is a financial advisor with over 29 years of experience in the industry. Scott is currently registered as a Registered Investment Advisor in South Carolina. Scott previously worked for Wells Fargo Clearing Services, LLC and has held various positions in the financial industry. Scott currently works for &partners, LLC where they focus on financial planning, portfolio management and more.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
01/01/2025 - Present
&partners (NASHVILLE TN)
SC
10/01/1999 - 10/26/2023
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE SC)
NC
02/02/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MA
01/01/1998 - 02/05/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
12/20/1993 - 01/01/1998
NATIONSSECURITIES
IA
Issued 09/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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