Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Christopher Adams is a financial advisor with Copper Financial based in Leawood, Kansas. Scott has been in the financial services industry since 1994, and is registered with both the Securities and Exchange Commission and FINRA. Scott holds the Series 7, Series 63 and Series 66 securities licenses, and has obtained the Certified Financial Planner and Chartered Financial Consultant designations. Scott provides financial planning and investment management services to individuals, families, and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Fees from third-party managers to whom we refer business
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
KS
01/07/2021 - Present
Copper Financial (Leawood KS)
MO
02/01/2013 - 05/20/2014
CUSO FINANCIAL SERVICES, L.P. (KANSAS CITY MO)
MO
03/10/2006 - 02/01/2013
NATIONAL PLANNING CORPORATION (KANSAS CITY MO)
NY
08/02/2002 - 03/10/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
MO
09/19/2001 - 08/01/2002
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
02/18/1998 - 09/14/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/18/1998 - 09/14/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
12/07/1995 - 01/29/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
06/27/1994 - 11/16/1995
G. R. PHELPS & CO., INC.
BOTH
Issued 03/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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