Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Emil Wiard is a financial professional with over 35 years of experience in the industry. Scott has a broad range of experience and is currently registered with Horizons Planning Corp. Scott has worked in the industry since 1986 and holds a variety of licenses and registrations, including Series 63, Series 65, and Series 24. Scott has experience working with a variety of clients, including individuals, corporations, and charities. Scott provides a variety of services, including financial planning, investment advice, and insurance. Scott is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals. Scott is passionate about helping his clients achieve their financial goals and believes that everyone deserves access to quality financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
04/25/2023 - Present
Horizons Planning Corp. (ANN ARBOR MI)
AZ
11/19/1989 - 04/22/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/04/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 06/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1993
Series 24 - General Securities Principal Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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