Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ellsworth is a financial professional with over 13 years of experience in the financial services industry. Scott is a Registered Representative with Planmember Securities Corp., and an Investment Advisor Representative with Planmember Securities Corp. Scott is also registered as an Investment Advisor Representative in Texas. Scott's previous employment includes LEGEND EQUITIES CORPORATION and NEW ENGLAND SECURITIES. Scott is a Series 66, Series 7, and SIE license holder. Scott specializes 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.
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.
Provides investment supervisory services
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.
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2
AZ
02/22/2016 - Present
Planmember Securities Corp. (Gilbert AZ)
TX
11/03/2014 - 03/02/2016
LEGEND EQUITIES CORPORATION (Round Rock TX)
TX
10/27/2009 - 11/11/2014
NEW ENGLAND SECURITIES (ROUND ROCK TX)
BOTH
Issued 11/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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