Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Carlson is a financial advisor with over 30 years of experience in the industry. Scott has been with SPC since 2012, a firm that provides a range of financial services, including investment management and financial planning. Scott holds Series 6, 7, 26, 51 and 63 securities licenses, as well as Series 65 for investment advisor. Scott previously worked at Allstate Financial Services, LLC and First Command Financial Planning, Inc. Scott specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Scott also has experience in educational seminars, consultation services, and selection of other advisors.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
IN
01/05/2012 - Present
SPC (NOBLESVILLE IN)
IN
08/02/2006 - 01/06/2012
ALLSTATE FINANCIAL SERVICES, LLC (NOBLESVILLE IN)
IN
05/12/1992 - 08/15/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (INDIANAPOLIS IN)
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/30/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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