Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Briant Sheffield is a financial advisor with over 20 years of experience in the industry. Scott has held licenses in multiple states, including Pennsylvania, Texas, and Massachusetts. Scott is currently registered with Vanguard Marketing Corp. in Malvern, Pennsylvania, and has a Series 6, 7, and 63 license. Prior to working at Vanguard Marketing Corp., Scott worked at Franklin Financial Services Corporation in Houston, Texas, and Delta Equity Services Corporation in Bolton, Massachusetts.
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.
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.
1
2
PA
05/14/1999 - Present
Vanguard Marketing Corp. (MALVERN PA)
TX
01/04/1999 - 04/20/1999
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
MA
11/11/1997 - 10/23/1998
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
NJ
01/21/1997 - 03/31/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Sheffield is the right advisor for you? Invested Better is here to help.
