Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Mansfield is a financial advisor with over 20 years of experience in the industry. Scott is registered with On Investment Management Co. and has held previous positions at AIG Retirement Advisors, Inc., Dominion Investor Services, Inc., Summit Brokerage Services, Inc., Allstate Financial Services, LLC, Washington Square Securities, Inc., and Fortis Investors, Inc. Scott's area of expertise includes financial planning and portfolio management for 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
08/14/2008 - Present
ON Investment Management Co. (SHARPSBURG GA)
GA
07/28/2004 - 08/21/2008
AIG RETIREMENT ADVISORS, INC. (ATLANTA GA)
TX
01/07/2004 - 07/27/2004
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
FL
01/02/2003 - 11/24/2003
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
NE
07/23/2002 - 01/02/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
CT
03/19/1999 - 07/30/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
12/11/1998 - 03/29/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 07/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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