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 Potter is a financial professional with over 16 years of experience in the industry. Scott has a broad range of licenses and registrations, including Series 7, 24, 27, 63, and 99TO. Scott is currently registered with CBRE Capital Advisors, Inc. in 25 states and the District of Columbia.
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.
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.
1
2
TX
10/05/2006 - Present
Cbre Capital Advisors, Inc. (DALLAS TX)
BC
Issued 08/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/28/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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