Unclaimed
Scott Turner is an active investment advisor representative with World Investment Advisors, LLC. Scott has been in the financial industry since 1994. Scott has held previous positions with Ameriprise Financial Services, LLC, and Raymond James Financial Services, Inc. Scott has a wide range of experience in the financial industry.
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.
1
2
OH
06/28/2024 - Present
World Investment Advisors, LLC (COLUMBUS OH)
OH
06/04/2021 - 07/25/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Columbus OH)
OH
04/23/2009 - 06/07/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Akron OH)
OH
10/05/1994 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MAYFIELD OH)
IA
Issued 02/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/01/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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