Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott E Angle has been in the financial services industry since 2007. Scott Angle is currently registered with Cambridge Investment Research Advisors, Inc. in Florida and Texas. Scott Angle has previously worked for Equitable Advisors, LLC and Edward Jones. Scott Angle is a Registered Representative and Investment Advisor Representative. Scott Angle holds Series 66, Series 7, and SIE licenses. Scott Angle is a Registered Representative and Investment Advisor Representative. Scott Angle's areas of specialization include Retirement Planning, College Savings, Estate Planning, Long-Term Care Planning, and Insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
05/14/2024 - Present
Cambridge Investment Research Advisors, Inc. (Oldsmar FL)
FL
12/06/2007 - 05/17/2024
EQUITABLE ADVISORS, LLC (OLDSMAR FL)
MO
09/27/2007 - 10/10/2007
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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