Unclaimed
Scott Palmer is a financial advisor with over 15 years of experience in the industry. Scott currently works for PFS Investments Inc., and has been registered with the firm since 2011. Scott specializes in portfolio management for individuals, and is registered to provide investment advice in several states including Kentucky, Indiana, Florida, Missouri, North Carolina, Tennessee and California. Scott is also a licensed securities agent.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
04/06/2011 - Present
PFS Investments Inc. (RICHMOND KY)
KY
12/20/2006 - 11/16/2010
PFS INVESTMENTS INC. (LEXINGTON KY)
BC
Issued 12/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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