Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Chon is a financial professional with over 37 years of experience in the financial services industry. Scott has a broad range of experience and is currently registered with Osaic Wealth, Inc. and is a Registered Representative with FINRA and a Registered Investment Advisor with the state of California. Scott is also a Chartered Financial Consultant. Scott previously worked with Securities America, Inc. and EQ Financial Consultants, Inc. Scott's current firm, Osaic Wealth, Inc. is headquartered in Scottsdale, Arizona and has over 40,000 clients and $94.56 billion in assets under management. Osaic Wealth, Inc. specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for businesses and individuals.
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.
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
CA
06/20/2024 - Present
Osaic Wealth, Inc. (MURRIETA CA)
CA
01/02/1998 - 06/14/2024
SECURITIES AMERICA, INC. (MURRIETA CA)
NY
12/01/1986 - 02/17/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/01/1986 - 02/17/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 05/26/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/29/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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