Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Barnas is a financial advisor and a CERTIFIED FINANCIAL PLANNER™ professional at Aprio Wealth Management, LLC. Scott specializes in providing financial advice to individuals and families, as well as businesses and nonprofits. Scott has been a Registered Representative (Series 7) and Investment Advisor Representative (Series 65) since 1997. Scott holds both a Series 63 and a Series 65 License and a SIE certificate. Scott joined Aprio in 2021. Before Aprio, Scott was a financial advisor at MML Investors Services, LLC. Previously, Scott worked at MSI Financial Services, Inc., New England Securities, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Scott offers a variety of financial services, including financial planning, portfolio management, and retirement planning.
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.
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
GA
04/13/2021 - Present
Aprio Wealth Management, LLC (ATLANTA GA)
GA
03/25/2017 - 01/20/2021
MML INVESTORS SERVICES, LLC (Peachtree Corners GA)
GA
04/25/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
NY
04/25/2012 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/01/2009 - 12/21/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
05/29/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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