Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Sloan is a financial advisor at Arkadios Wealth Advisors. Scott has over 12 years of experience in the financial services industry. Scott is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 7, 63 and 65 licenses. Scott specializes in providing financial planning, portfolio management for individuals and pension consulting services. Scott has also worked with Essex National Securities, LPL Financial, and Hancock Whitney Investment Services Inc.
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.
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.
1
2
LA
06/20/2024 - Present
Arkadios Wealth Advisors (NEW ORLEANS LA)
LA
09/10/2018 - 06/25/2024
LPL FINANCIAL LLC (NEW ORLEANS LA)
LA
03/14/2016 - 09/14/2018
HANCOCK WHITNEY INVESTMENT SERVICES INC. (BATON ROUGE LA)
LA
06/25/2012 - 11/20/2015
ESSEX NATIONAL SECURITIES, LLC (METAIRIE LA)
LA
12/02/2011 - 05/17/2012
CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)
LA
08/10/2011 - 11/08/2011
NYLIFE SECURITIES LLC (NEW ORLEANS LA)
IA
Issued 12/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Sloan is the right advisor for you? Invested Better is here to help.
