Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Allen Sheffield is an Investment Advisor Representative with Hightower Advisors, LLC. Scott has over 35 years of experience in the financial services industry and is a Certified Financial Planner. He is registered with the state of Washington. Scott has previously worked with Pacific Harbor Securities, Inc., Investment Management & Research, Inc., Southmark Financial Services, Inc. and The Balanced Program Securities, Inc. Scott is committed to providing comprehensive financial planning and investment management services to individuals, families and businesses.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
WA
12/09/2022 - Present
Hightower Advisors, LLC (Bellevue WA)
UT
03/19/1991 - 06/19/1996
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
FL
10/06/1988 - 05/13/1991
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
04/19/1985 - 10/12/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
01/23/1985 - 05/08/1985
THE BALANCED PROGRAM SECURITIES, INC.
BC
Issued 01/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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