Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Edward Bishop is a financial advisor with over 25 years of experience in the financial services industry. Scott has been with LPL Financial LLC since 2018, providing investment advice and financial planning services to individuals and families. Prior to LPL, Scott worked with Wells Fargo Advisors Financial Network, LLC and Wachovia Securities, LLC. Scott is registered with the state of California and several other states. Scott holds Series 6, 7, 24, 63 and 65 licenses and the SIE designation. Scott's areas of expertise include: financial planning, retirement planning, college savings, and estate planning. Scott is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
01/01/2025 - Present
LPL Financial LLC (LONG BEACH CA)
CA
07/25/2003 - 11/30/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LONG BEACH CA)
MO
07/01/2003 - 08/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/21/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
04/28/1995 - 03/27/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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