Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Joseph Pence is a financial advisor with over 30 years of experience in the financial services industry. Scott holds the Series 7, Series 6, Series 63, and Series 65 licenses. Currently, Scott is affiliated with Ameritas Advisory Services, LLC. Scott works with individuals, families, and businesses to help them achieve their financial goals. He provides a range of financial services, including financial planning, investment management, and retirement planning. Scott is committed to providing his clients with personalized service and guidance.
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.
Solicitor fees
1
2
CA
02/03/2025 - Present
Ameritas Advisory Services, LLC (SAN RAMON CA)
NA
06/22/1990 - 03/25/1992
JOHN HANCOCK DISTRIBUTORS, INC.
NA
06/22/1990 - 03/25/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 01/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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