Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Carlson is a financial advisor with over 30 years of experience in the industry. Scott Carlson is currently registered with Osaic Wealth, Inc. and has previously been registered with Woodbury Financial Services, Inc., and Questar Capital Corporation. Scott Carlson has a wide range of experience in the financial services industry. Scott Carlson is a Chartered Financial Consultant and has passed the Series 6, 7, 24, 63, and 65 exams. Scott Carlson specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Scott Carlson also has experience in providing insurance services.
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
NE
01/19/2024 - Present
Osaic Wealth, Inc. (ELKHORN NE)
NE
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ELKHORN NE)
NE
08/02/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ELKHORN NE)
NE
08/26/1992 - 07/25/2012
WOODBURY FINANCIAL SERVICES, INC. (ELKHORN NE)
MN
08/02/1990 - 09/10/1992
MIMLIC SALES CORPORATION (ST. PAUL MN)
NY
07/11/1988 - 07/31/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/11/1988 - 07/31/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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