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 Oliphant is a financial advisor with over 20 years of experience in the industry. Scott has worked for several firms, including Edward Jones, Raymond James Financial Services, Inc., and CFD Investments, Inc. Currently, Scott is a registered representative of Cetera Investment Advisers LLC and has held this position since March 2024. Scott is licensed to provide financial services in several states and is an Investment Advisor Representative (IAR) in Indiana. Scott specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
IN
03/21/2024 - Present
Cetera Investment Advisers LLC (COLUMBUS IN)
IN
11/14/2005 - 12/19/2019
CFD INVESTMENTS, INC. (COLUMBUS IN)
FL
02/22/2005 - 11/10/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
08/20/2002 - 12/14/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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