Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Whisenant is a financial advisor who has been active in the industry since 1998. Scott is currently registered with Money Concepts Capital Corp. in Alabama and Florida. Scott has also previously worked with 1st Global Capital Corp., American General Securities Incorporated and Franklin Financial Services Corporation. Scott is a Certified Financial Planner and a Personal Financial Specialist. Scott offers a variety of services, including financial planning, portfolio management for businesses and individuals. Scott has a strong track record of success and is committed to helping clients achieve their financial goals.
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.
General consulting services
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.
Solicitor fee
1
2
AL
10/07/2009 - Present
Money Concepts Capital Corp. (Tuscaloosa AL)
AL
01/09/2004 - 10/01/2009
1ST GLOBAL CAPITAL CORP. (TUSCALOOSA AL)
AZ
10/01/2002 - 12/31/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
01/12/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 04/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Whisenant is the right advisor for you? Invested Better is here to help.
