Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Mohler is an investment advisor representative with Independent Financial Partners. Scott has been in the financial services industry since 1997. Scott has a strong background in providing financial advice to individuals and businesses, including investment management, financial planning and retirement planning. Scott has also been involved in the development and implementation of several successful investment strategies. Scott holds the Series 63, 65, 7, 9 and 10 licenses and is registered to provide investment advice in Minnesota and Texas. Scott currently resides in San Antonio, Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
TX
07/19/2012 - Present
Independent Financial Partners (San Antonio TX)
TX
07/05/2012 - 11/01/2018
LPL FINANCIAL LLC (SHAVANO PARK TX)
TX
02/22/2006 - 07/05/2012
WELLS FARGO ADVISORS, LLC (SELMA TX)
IL
02/23/2004 - 12/09/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
05/13/1997 - 12/17/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
07/09/1996 - 10/29/1996
EXECUTIVE WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
IA
Issued 07/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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