Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Embree is a financial advisor who has been in the industry since January 2010. Scott is registered with the state of Michigan and South Carolina. Scott is currently affiliated with Osaic Wealth, Inc., a firm that provides financial planning and wealth management services. Scott's previous experience includes working with MML Investors Services, LLC, a large financial services firm based in Grand Rapids, Michigan. Scott is also a partner with Holvick & Associates, a wealth advisory firm, and has worked with Royal Alliance and MassMutual Financial Group. Scott is a strong advocate for financial education and serves as president of the NAIFA-MI, a non-profit organization dedicated to providing financial education to individuals and families.
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
MI
05/05/2022 - Present
Osaic Wealth, Inc. (Grand Rapids MI)
MI
01/27/2010 - 04/27/2022
MML INVESTORS SERVICES, LLC (Grand Rapids MI)
BOTH
Issued 03/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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