Unclaimed
Scott Neer is an investment advisor representative at PFS Investments Inc. with 22 years of experience in the financial services industry. Scott Neer specializes in investment company products/variable contracts and is registered in several states. Scott Neer's focus is on individuals and businesses, providing investment management and advisory services. Scott Neer holds Series 6, 63, and 65 licenses, as well as the SIE license.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
07/16/2014 - Present
PFS Investments Inc. (LEAWOOD KS)
IA
Issued 06/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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