Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Daniel Jones is an investment advisor representative with Arbor Investment Advisors. Scott is registered with the state of North Carolina and Texas. Scott is a Certified Financial Planner and has over 15 years of experience in the financial services industry. He has a strong background in providing financial advice and portfolio management services. Scott specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio mgmt foundations & money pension purchase plan; consulting pursuant to erisa 404c
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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NC
03/26/2015 - Present
Arbor Investment Advisors (WINSTON SALEM NC)
IA
Issued 06/13/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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