Unclaimed
Scott Harper Yarbrough is a financial advisor with over 25 years of experience in the industry. Scott is currently registered with Osaic Wealth, Inc. and has been with the firm since January 2019. Scott previously worked with Foresters Equity Services, Inc., Sunset Financial Services, Inc., Fortis Investors, Inc., and Pruco Securities Corporation. Scott has a strong track record of providing financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Scott has a Series 6 and Series 63 license and specializes in providing investment advice, financial planning, and retirement planning. Scott 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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2
TX
01/25/2019 - Present
Osaic Wealth, Inc. (SAN MACROS TX)
CA
11/24/2014 - 11/06/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
TX
06/30/1999 - 10/31/2014
SUNSET FINANCIAL SERVICES, INC. (SAN MARCOS TX)
MN
07/08/1995 - 07/02/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
08/02/1994 - 05/26/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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