Unclaimed
Scott Bass is a financial advisor registered with Capital Investment Advisory Services, LLC and has been in the industry since December 9, 2000. Scott is a CERTIFIED FINANCIAL PLANNER™ professional who has also earned the Series 63, Series 66 and Series 7 securities licenses. He provides financial planning services for individuals, businesses and trusts. Scott also offers investment advisory services and portfolio management services. Scott’s previous experience includes roles at PROEQUITIES, INC., METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY.
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
GA
03/22/2018 - Present
Capital Investment Advisory Services, LLC (RINCON GA)
GA
01/21/2010 - 03/28/2018
PROEQUITIES, INC. (RINCON GA)
GA
11/24/2000 - 01/05/2010
METLIFE SECURITIES INC. (SAVANNAH GA)
GA
11/24/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAVANNAH GA)
BOTH
Issued 12/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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