Unclaimed
Scott Wynant is a financial advisor with Crossmark Global Investments, Inc. and Crossmark Wealth Management, LLC. Scott has been in the financial services industry since 1984. Scott has experience in portfolio management for individuals, businesses and investment companies. Scott is registered in Texas as an Investment Advisor Representative and has Series 7, 8, 24, 63, 65, and 66 licenses. Scott is also a board member of El Centro Network.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
TX
01/03/2013 - Present
Crossmark Global Investments, Inc. (HOUSTON TX)
FL
06/24/1999 - 10/22/2002
TIMOTHY PARTNERS, LTD. (MAITLAND FL)
NY
07/31/1993 - 07/21/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
04/15/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/06/1982 - 04/15/1983
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
BOTH
Issued 04/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/25/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 05/01/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1983
Series 5 - Interest Rate Options Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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