Unclaimed
Scott Campbell is a financial advisor with AE Wealth Management, LLC. Scott has been in the financial services industry since 1997. Scott is registered with the state of Texas. Scott has Series 6, 7, 63 and 65 licenses. Scott provides services to individuals, corporations, businesses, trusts and pension plans.
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
TX
08/19/2019 - Present
AE Wealth Management, LLC (Austin TX)
MN
01/11/2000 - 10/15/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NY
01/22/1998 - 01/19/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
02/07/1997 - 01/28/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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