Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Manley is an investment advisor representative at Mutual Advisors, LLC, with over 20 years of experience in the financial services industry. Scott is also an independent insurance agent and book author. Scott holds the Series 7, Series 66 and SIE licenses. Scott is registered with the state of California. In addition to traditional financial planning, Scott provides portfolio management for individuals and businesses.
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.
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.
Hourly consulting
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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CA
08/22/2018 - Present
Mutual Advisors, LLC (SAN JOSE CA)
CA
04/17/2000 - 08/16/2018
WADDELL & REED (CAMPBELL CA)
BOTH
Issued 05/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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