Unclaimed
Scott Weynand is an investment advisor representative at Vanguard Advisers, Inc. Scott has been in the industry since 2013 and is registered in North Carolina and Texas. Scott is a Series 63 and 65 licensed advisor, also holding a Series 7 license. Scott's area of expertise includes providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles.
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.
1
2
NC
05/09/2016 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
IA
Issued 05/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Weynand is the right advisor for you? Invested Better is here to help.