Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Grover is a financial advisor with Coppell Advisory Solutions LLC, registered in Utah. Scott has over 10 years of experience in the financial services industry, and has held previous roles with Cambridge Investment Research, Inc., CUNA Brokerage Services, Inc., Crown Capital Securities, L.P., and CreativeOne Securities, LLC. Scott holds Series 6, 7, 63, and 66 securities licenses. Scott is also a licensed insurance agent and offers a variety of financial planning services to individuals and businesses, including portfolio management, retirement planning, and insurance.
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.
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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TX
08/22/2024 - Present
Coppell Advisory Solutions LLC (DALLAS TX)
KS
03/12/2024 - 08/05/2024
CREATIVEONE SECURITIES, LLC (OVERLAND PARK KS)
UT
04/17/2023 - 03/12/2024
CROWN CAPITAL SECURITIES, L.P. (LOGAN UT)
UT
03/03/2017 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (LOGAN UT)
UT
01/21/2016 - 02/15/2017
CUNA BROKERAGE SERVICES, INC. (Logan UT)
UT
02/12/2013 - 09/23/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (LOGAN UT)
UT
05/31/2012 - 10/23/2012
WOODBURY FINANCIAL SERVICES, INC. (LOGAN UT)
BOTH
Issued 06/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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