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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Davis is a financial advisor with Transamerica Retirement Advisors, LLC. Scott has been working in the financial services industry since 2014. Scott holds Series 6, 7TO, 63 and 65 licenses. Scott is registered to provide investment advisory services in Texas and Virginia. Scott has experience working with both individuals and businesses, providing financial planning, investment advice, and retirement planning services. Scott has been with Transamerica Retirement Advisors, LLC since 2024. Before joining Transamerica Retirement Advisors, LLC, Scott worked with American Funds Distributors, Inc. and Jackson National Life Distributors LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
VA
07/11/2024 - Present
Transamerica Retirement Advisors, LLC (Arlington VA)
TX
11/17/2017 - 05/09/2024
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
TN
09/23/2014 - 10/16/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 04/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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