Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Carmony is a financial advisor at LPL Financial LLC with over 20 years of experience in the industry. Scott has held a variety of positions in the financial services industry, including roles with Edward Jones and Broker Dealer Financial Services Corp. Scott holds the Series 63, 66, 7, and SIE licenses and is registered to provide investment advice in Indiana, Texas, and other states. Scott is dedicated to helping clients achieve their financial goals and provides a variety of financial services, including investment management, retirement planning, and estate planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
05/28/2024 - Present
LPL Financial LLC (SHELBYVILLE IN)
IN
03/26/2010 - 10/12/2018
BROKER DEALER FINANCIAL SERVICES CORP. (SHELBYVILLE IN)
IN
06/17/2003 - 11/05/2009
EDWARD JONES (SHELBYVILLE IN)
BOTH
Issued 01/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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