Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gregory McMurdie is a financial advisor with Osaic Wealth, Inc. Scott has over 20 years of experience in the financial services industry. Scott is a Certified Financial Planner™ professional, and has a Series 7, Series 24, Series 53 and Series 66 licenses. Scott is also a registered investment advisor in Texas and Florida. Scott is committed to providing personalized financial advice to individuals and families. Scott specializes in retirement planning, investment management, and insurance planning. Scott is a dedicated financial professional who is committed to helping clients achieve their financial 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.
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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TX
11/03/2023 - Present
Osaic Wealth, Inc. (RICHARDSON TX)
TX
01/10/2005 - 11/03/2023
FSC SECURITIES CORPORATION (RICHARDSON TX)
IN
08/12/1999 - 01/18/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/12/1999 - 01/18/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 02/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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