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 Phillips is an investment advisor representative with Edward Jones. Scott has over 20 years of experience in the financial services industry and has held various positions at other firms including Stifel, Nicolaus & Company, Incorporated and Arvest Wealth Management. Scott is registered to provide investment advice in Arkansas, Texas, and several other states. Scott holds the Series 7, Series 31, Series 63, and Series 65 licenses. Scott specializes in providing financial planning, portfolio management, and pension consulting to individuals, families, and businesses. Scott is committed to helping his clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
AR
06/09/2023 - Present
Edward Jones (GREENWOOD AR)
AR
08/05/2016 - 02/25/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FORT SMITH AR)
AR
09/30/2010 - 08/08/2016
ARVEST WEALTH MANAGEMENT (FT. SMITH AR)
AR
08/15/2005 - 09/29/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT SMITH AR)
NY
05/17/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/29/2001 - 05/24/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Scott Phillips is the right advisor for you? Invested Better is here to help.
