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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 Kevin Warner is an investment advisor representative at AE Wealth Management, LLC. Scott has been in the financial services industry for over 27 years. Scott holds Series 6, 63 and 65 licenses. Scott is registered with the state of California and Texas. Scott's firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension and profit sharing plans. Scott has a specializations in Retirement Planning, Estate Planning, Education Planning, Insurance, and Financial Planning. Scott is also a registered representative with Life Design Financial.
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.
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2
CA
04/04/2022 - Present
AE Wealth Management, LLC (Orange CA)
CA
10/14/2005 - 04/13/2011
ING FINANCIAL PARTNERS, INC. (FULLERTON CA)
FL
02/26/1997 - 10/14/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
AZ
07/12/1996 - 02/20/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
DE
06/24/1996 - 02/18/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
12/04/1995 - 05/09/1996
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
08/01/1995 - 12/05/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/13/1994 - 08/01/1995
LFG SECURITIES, INC.
IA
Issued 07/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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