Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Carlin is a financial advisor with over 28 years of experience in the industry. Scott Carlin is currently registered with Planmember Securities Corp. and has a Series 6, Series 63, and Series 65 license. In addition to their role at Planmember Securities Corp., Scott Carlin also owns and operates Carlin Insurance Agency and Souther California Wealth Solutions AKA SoCal Wealth Solutions. Scott Carlin provides a range of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Scott Carlin has a strong track record of providing personalized financial advice to clients in a variety of situations.
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.
Provides investment supervisory 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
CA
09/07/2022 - Present
Planmember Securities Corp. (Rancho Cucamonga CA)
CA
01/03/2017 - 02/14/2018
LINCOLN INVESTMENT (RANCHO CUCAMONGA CA)
CA
07/28/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (RANCHO CUCAMONGA CA)
CT
06/09/1994 - 07/11/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 12/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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