Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Crist is a financial advisor at UMB Financial Services, Inc. with over 16 years of experience in the industry. Scott is a registered representative with Series 7, Series 52, Series 53, Series 24, Series 54, Series 50, Series 79, and Series 63 licenses. Scott has provided financial planning and investment advice to individuals and businesses. Scott focuses on providing 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.
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.
A percentage of the total value of assets under management is charged.
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MO
08/16/2017 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
MO
10/15/2002 - 07/16/2008
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 12/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2020
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 12/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/17/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/05/2020
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/18/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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