Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Olson is a financial advisor with over 40 years of experience in the industry. Scott is a Registered Representative and Investment Advisor Representative with IP Financial Advisory Services LLC, a firm specializing in financial planning and portfolio management for individuals and businesses. Scott is also a registered Investment Advisor in Florida and Michigan. Prior to joining IP Financial Advisory Services LLC, Scott was with Independent Financial Group, LLC.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
04/25/2024 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
FL
08/11/2017 - 04/30/2021
INDEPENDENT FINANCIAL GROUP, LLC (Melbourne FL)
FL
10/10/2014 - 08/11/2017
FINANCIAL WEST GROUP (MELBOURNE FL)
FL
05/13/2013 - 10/13/2014
IFS SECURITIES (MELBOURNE FL)
FL
04/05/2010 - 04/17/2013
MERRIMAC CORPORATE SECURITIES, INC. (MELBOURNE FL)
FL
11/19/2007 - 11/25/2009
WORLD EQUITY GROUP, INC. (MELBOURNE FL)
FL
11/21/2001 - 11/15/2007
MUTUAL SERVICE CORPORATION (MELBOURNE FL)
MO
03/23/2001 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
AZ
02/23/2001 - 03/26/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
01/05/2000 - 02/22/2001
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
TN
10/19/1994 - 12/31/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NE
04/02/1992 - 10/07/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
01/29/1991 - 04/03/1992
MIMLIC SALES CORPORATION (ST. PAUL MN)
MN
09/21/1988 - 04/03/1992
C.R.I. SECURITIES, INC. (ST. PAUL MN)
NA
01/29/1986 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
NA
10/20/1980 - 02/06/1986
EQUICO SECURITIES, INC.
NA
07/01/1980 - 02/04/1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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