Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott West is a financial professional with over two decades of experience in the financial industry. Scott is currently registered as a Registered Representative with Transamerica Retirement Advisors, LLC. Previously, Scott worked for various firms, including Ameriprise Financial Services, Inc., Foreside Fund Services, LLC, Pacer Financial, Inc., VALIC Financial Advisors, Inc. and Vanguard Marketing Corporation. Scott holds Series 6, 7, 26, 63, and 65 licenses, as well as the Securities Industry Essentials Examination. Scott specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
PA
07/09/2018 - Present
Transamerica Retirement Advisors, LLC (Malvern PA)
PA
03/28/2017 - 05/18/2018
AMERIPRISE FINANCIAL SERVICES, INC. (EXTON PA)
DE
09/23/2015 - 03/27/2017
FORESIDE FUND SERVICES, LLC (Wilmington DE)
PA
06/05/2013 - 05/08/2015
PACER FINANCIAL, INC. (PAOLI PA)
PA
02/10/2011 - 07/01/2011
VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
PA
07/19/1991 - 12/14/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 05/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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