Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Worley is a financial advisor with over 20 years of experience in the industry. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 6 and Series 63 license. Scott is currently registered with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Scott is a financial advisor with a broad range of experience, specializing in financial planning, pension consulting and portfolio management for individuals 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.
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
PA
07/19/2016 - Present
Buckingham Strategic Wealth, LLC (Wyomissing PA)
PA
06/29/2000 - 03/05/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 07/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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