Unclaimed
Scott Rader is an Investment Advisor Representative at Dynamic Wealth Advisors. Scott is also a Certified "Ridercoach" with the State of Texas. Scott joined Dynamic Wealth Advisors in March of 2018. Prior to that, Scott was with Edward Jones in San Antonio, Texas from 2010 to 2013. Scott is licensed to provide investment advisory services in Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
TX
03/21/2018 - Present
Dynamic Wealth Advisors (BULVERDE TX)
TX
10/18/2010 - 10/08/2013
EDWARD JONES (SAN ANTONIO TX)
BOTH
Issued 10/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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