Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Bradford Creel is a financial advisor with over 20 years of experience in the industry. Scott is a Certified Financial Planner™ and currently works at Osaic Wealth, Inc., a firm specializing in wealth management services for individuals, families, and businesses. Previously, Scott worked with SAGEPOINT FINANCIAL, INC. and ING FINANCIAL PARTNERS, INC. Scott offers a variety of services, including financial planning, investment management, and retirement planning. Scott is licensed in several states and specializes in providing financial guidance to individuals, families, and businesses. Scott is committed to helping clients achieve their financial goals.
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.
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
TN
09/01/2023 - Present
Osaic Wealth, Inc. (CHATTANOOGA TN)
TN
01/13/2009 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CHATTANOOGA TN)
TN
02/10/2006 - 12/31/2008
ING FINANCIAL PARTNERS, INC. (CHATTANOOGA TN)
AZ
10/01/2002 - 08/23/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
08/27/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 06/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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