Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Cluff is an investment advisor representative with ON Investment Management Co. Scott has been in the securities industry since September 22, 1999. Scott has been with ON Investment Management Co. since November 8, 2011. Previously, Scott worked for QUESTAR CAPITAL CORPORATION, ONEAMERICA SECURITIES, INC., WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC. Scott is registered in California, Idaho, Texas, and Utah. Scott holds the Series 6, Series 22, Series 26, Series 63 and Series 65 licenses. Scott provides financial planning and portfolio management services to individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
UT
11/08/2011 - Present
ON Investment Management Co. (Stansbury Park UT)
UT
05/01/2007 - 11/07/2011
QUESTAR CAPITAL CORPORATION (ERDA UT)
UT
03/15/2004 - 05/03/2007
ONEAMERICA SECURITIES, INC. (MIDVALE UT)
GA
04/12/2002 - 03/16/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
09/23/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 02/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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