Unclaimed
Scott Anthony Sells is an investment advisor representative who has been working in the financial services industry since 1995. Scott is registered with Independent Financial Partners, and has been registered with this firm since 2019. Scott is also registered as an investment advisor representative in various states across the US including Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Missouri, Ohio, Pennsylvania, Texas, and Virginia. Scott has previously worked at Fifth Third Securities, Inc. and LPL Financial. Scott has specialized in financial planning 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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
11/29/2023 - Present
Independent Financial Partners (TAMPA FL)
KY
05/06/2009 - 11/07/2019
LPL FINANCIAL LLC (LOUISVILLE KY)
KY
03/27/1999 - 05/21/2009
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
OH
01/21/1999 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IN
04/09/1998 - 01/22/1999
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
MI
05/05/1995 - 03/31/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 12/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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