Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Winstead is a financial advisor with Foundations Investment Advisors LLC in Phoenix, Arizona. Scott is a Registered Investment Advisor (RIA) in Texas and specializes in a wide range of financial planning and investment services for individuals and businesses. Scott also has experience working with clients from a variety of backgrounds and needs, including high-net-worth individuals, corporations, and individuals. Scott is committed to providing personalized and comprehensive financial planning and investment advice to his clients. Prior to joining Foundations Investment Advisors LLC, Scott worked for several other financial firms, including Trustmont Financial Group, Inc. in Southlake, Texas, and AXA Advisors, LLC in Fort Worth, Texas. Scott holds a Series 7, Series 63, and Series 65 licenses. He is also the Founder of RetireSimply, a financial advisory firm that specializes in retirement 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
05/17/2023 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
TX
01/02/2013 - 12/23/2013
TRUSTMONT FINANCIAL GROUP, INC. (SOUTHLAKE TX)
TX
12/21/2009 - 01/09/2013
AXA ADVISORS, LLC (FORT WORTH TX)
IA
Issued 08/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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