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 Wheeler is a financial advisor currently registered with MML Investors Services, LLC in Chesterfield, Missouri. Scott Wheeler has been in the securities industry since June 9, 1997. Prior to joining MML Investors Services, LLC, Scott Wheeler was registered with MSI FINANCIAL SERVICES, INC., SECURITIES AMERICA, INC., and MUTUAL SERVICE CORPORATION. Scott Wheeler holds a Series 6, Series 7, and Series 63 license as well as the SIE and Series 65.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MO
05/26/2017 - Present
MML Investors Services, LLC (Chesterfield MO)
MO
09/23/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
06/26/2006 - 09/16/2010
SECURITIES AMERICA, INC. (ST LOUIS MO)
MO
06/04/1997 - 06/26/2006
MUTUAL SERVICE CORPORATION (ST. LOUIS MO)
IA
Issued 12/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Wheeler is the right advisor for you? Invested Better is here to help.
