Unclaimed
Scott Christie is a financial professional with over 30 years of experience in the financial services industry. Scott has held various roles with reputable firms including Meridian United Capital, LLC, Triad Advisors, Inc. and SunAmerica Securities, Inc. Scott is currently registered with Sowell Management in North Little Rock, AR and Scottsdale, AZ. Scott has expertise in financial planning and portfolio management for individuals. Scott's focus is on providing personalized financial guidance and investment strategies tailored to meet each client's unique needs and goals.
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.
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.
1
2
AR
09/30/2016 - Present
Sowell Management (NORTH LITTLE ROCK AR)
AZ
01/21/2005 - 07/23/2012
MERIDIAN UNITED CAPITAL, LLC (SCOTTSDALE AZ)
GA
06/17/2002 - 07/18/2003
TRIAD ADVISORS, INC. (ATLANTA GA)
AZ
03/12/2002 - 04/24/2002
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
GA
03/09/2001 - 08/16/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/14/2000 - 04/06/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
WI
11/05/1984 - 03/23/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NA
11/19/1984 - 01/01/1988
ROBERT W. BAIRD & CO. INCORPORATED
BOTH
Issued 04/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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