Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Phillips is a financial advisor with over 35 years of experience in the financial services industry. Scott works with Centaurus Financial, Inc. to provide investment advice and financial planning services to individuals, families, and businesses. Scott specializes in retirement planning, estate planning, and business planning. Scott holds Series 7, Series 24, and Series 63 licenses. Scott is also a Chartered Financial Consultant.
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
UT
01/17/2007 - Present
Centaurus Financial, Inc. (SALT LAKE CITY UT)
GA
05/03/2004 - 11/30/2006
STUART SECURITIES CORP. (NORCROSS GA)
CT
01/01/2004 - 06/01/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
01/25/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IN
02/12/1985 - 10/01/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/12/1985 - 10/01/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/15/1990 - 04/20/1994
ASSOCIATED SECURITIES CORP. (BOSTON MA)
AZ
11/19/1989 - 03/29/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
10/26/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/12/1985 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 11/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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