Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Eugene Shoup is a financial advisor with over 30 years of experience in the industry. Scott has been with Vicus Capital, Inc. since 2003. Prior to joining Vicus Capital, Inc., Scott worked at Walnut Street Securities, Inc. and Financial Investment Analysts, Inc. Scott holds the Series 7 and Series 63 licenses as well as the SIE exam. Scott is a Certified Financial Planner. Scott specializes in financial planning, portfolio management for individuals, and pension consulting. Scott is registered to provide investment advisory services in California, Florida, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Scott works with individuals, families, and businesses to develop and implement financial plans that meet their unique needs and 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.
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
PA
09/23/2019 - Present
Vicus Capital, Inc. (SEWICKLEY PA)
PA
12/09/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SEWICKLEY PA)
PA
10/19/1988 - 01/06/2004
FINANCIAL INVESTMENT ANALYSTS, INC. (PITTSBURGH PA)
BC
Issued 09/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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