Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kirk Robertson is a financial advisor with over 18 years of experience in the industry. Scott is currently registered with Schwab Wealth Advisory, Inc. and is licensed to provide financial advice in Texas. Scott has previously worked at E*TRADE SECURITIES LLC, BROWNCO, LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Scott holds Series 7, 9, 10, 24 and 66 licenses and has passed the Securities Industry Essentials Examination. Scott is specialized in Retirement, College Savings and Asset Allocation.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
12/05/2022 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
FL
02/13/2006 - 10/05/2007
E*TRADE SECURITIES LLC (TAMPA FL)
MA
08/16/2004 - 05/08/2006
BROWNCO, LLC (BOSTON MA)
MN
10/06/2002 - 12/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/06/2002 - 12/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/11/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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