Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Cawood is a financial advisor with Arbor Investment Advisors, where he has been employed since 2003. Scott is a Certified Financial Planner and a Chartered Financial Analyst. Scott is registered with the Securities and Exchange Commission as an Investment Advisor Representative (IAR) in North Carolina and Texas. He also has a Series 7 and Series 63 license. Scott has over 20 years of experience in the financial services industry. Scott is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. His client base consists primarily of high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Scott’s experience with Evergreen Investment Services and Wachovia Securities, in addition to his current role with Arbor Investment Advisors, show a deep understanding of the financial services industry. Scott is a highly qualified and experienced financial advisor, with a strong commitment to client service.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio mgmt foundations & money pension purchase plan; consulting pursuant to erisa 404c
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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NC
03/13/2013 - Present
Arbor Investment Advisors (WINSTON SALEM NC)
NC
11/01/2002 - 10/15/2004
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
09/03/1999 - 11/29/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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