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 Planer is a financial advisor with over 16 years of experience in the industry. Scott is currently registered with Ameritas Advisory Services, LLC and holds Series 6, Series 63, and Series 65 licenses. Scott has previously worked with Signator Investors, Inc. and H.D. Vest Investment Services. Scott specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Scott is committed to helping 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.
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.
Solicitor fees
1
2
CA
11/17/2023 - Present
Ameritas Advisory Services, LLC (FOLSOM CA)
CA
06/13/2011 - 04/23/2018
SIGNATOR INVESTORS, INC. (ROSEVILLE CA)
CA
12/19/2006 - 05/31/2011
H.D. VEST INVESTMENT SERVICES (LIVERMORE CA)
GA
10/11/2006 - 12/20/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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