Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Harcourt Secrest is an investment advisor representative with Natural Investments. Scott has been in the industry for over 25 years. Scott holds the Series 6, 7, 24, 26, 63, and 65 licenses and is registered with the state of California. Prior to joining Natural Investments, Scott was a registered representative with Charles Schwab & Co., Inc., Wells Fargo Securities Inc., Working Assets Capital Management, Colonial Investment Services, and Colonial Investment Services, Inc. Scott specializes in financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Financl plng fees either on a project, hourly or retainer basis
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2
CA
01/01/2025 - Present
Natural Investments (Arroyo Grande CA)
TX
03/19/1998 - 01/03/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
10/03/1994 - 03/09/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
ME
02/22/1991 - 07/19/1994
WORKING ASSETS CAPITAL MANAGEMENT (PORTLAND ME)
NA
02/02/1990 - 08/03/1990
COLONIAL INVESTMENT SERVICES
NA
12/01/1989 - 02/02/1990
COLONIAL INVESTMENT SERVICES, INC.
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 07/25/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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