Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Harwell is an investment advisor representative with over 25 years of experience in the financial services industry. Scott currently works for Osaic Wealth, Inc. and is registered to provide investment advice in Florida and Georgia. Scott has previously worked for multiple firms including Securities America, Inc., Brookstreet Securities Corporation, Commonwealth Financial Network, Prudential Securities Incorporated, Janney Montgomery Scott LLC, WM Financial Services, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company.
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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2
GA
06/14/2024 - Present
Osaic Wealth, Inc. (MARIETTA GA)
FL
07/31/2007 - 06/14/2024
SECURITIES AMERICA, INC. (ORLANDO FL)
FL
11/06/2002 - 07/25/2007
BROOKSTREET SECURITIES CORPORATION (ORLANDO FL)
MA
09/20/2002 - 10/18/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
07/13/2001 - 10/01/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
PA
05/03/1999 - 08/10/2001
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
CA
09/29/1998 - 05/04/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
03/06/1996 - 11/19/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/06/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 03/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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