Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott David Morrison is a financial advisor with over 30 years of experience in the industry. Scott is currently registered with Osaic Wealth, Inc., and previously worked with Securities America, Inc., Invest Financial Corporation, VeraVest Investments, Inc., and Jefferson Pilot Securities Corporation. Scott is a Series 6, 63, and 65 licensed professional. He has a strong track record of providing financial advice to individuals, families, and businesses. Scott specializes in retirement planning, investment management, and estate planning. Scott is committed to helping clients achieve their financial goals.
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.
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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MI
06/14/2024 - Present
Osaic Wealth, Inc. (EAST LANSING MI)
MI
12/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (EAST LANSING MI)
MI
11/24/2003 - 12/04/2017
INVEST FINANCIAL CORPORATION (E. Lansing MI)
MA
12/05/2001 - 11/25/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IN
11/11/1994 - 12/19/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 03/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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