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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Brandon Dooley is an investment advisor representative with Onedigital Investment Advisors. Scott has been in the industry since 1996 and has experience with a variety of financial products and services. Scott is registered in Colorado as an investment advisor representative and has passed the Series 7, 63, 26 and SIE examinations. Scott has experience working with a variety of clients including high net worth individuals, charitable organizations, pension and profit-sharing plans, individuals other than high net worth, state or municipal government entities, and corporations or other businesses. Scott also has experience working with pooled investment vehicles. Scott offers a variety of advisory services including financial planning, portfolio management for individuals, portfolio management for businesses, pension consulting, 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
01/02/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CO
09/12/2014 - 03/31/2015
LPL FINANCIAL LLC (LITTLETON CO)
CO
08/30/2012 - 09/12/2014
FINANCIAL TELESIS INC (LITTLETON CO)
NY
03/01/2007 - 07/19/2012
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
CO
03/22/2006 - 02/06/2007
FIXED INCOME SECURITIES, LP (MONUMENT CO)
NJ
09/13/2000 - 10/14/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
12/22/1999 - 09/15/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/05/1997 - 10/25/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
06/03/1996 - 09/18/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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