Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Marshal Jones is a registered investment advisor representative with Valmark Advisers, Inc., based in Charlotte, NC. Scott has over 30 years of experience in the financial industry. Scott has passed the Series 6, 63, and 65 exams and holds registrations in Florida, New Jersey, North Carolina, and South Carolina. Scott also works as a partner in Hickory Grove Investors, a Charlotte, NC real estate business.
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.
Strategic management for diversified investment portfolios.
Consulting
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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NC
01/01/2025 - Present
Valmark Advisers, Inc. (Charlotte NC)
NC
09/13/2011 - 11/10/2017
M HOLDINGS SECURITIES, INC. (CHARLOTTE NC)
NC
05/13/2005 - 09/15/2011
NFP SECURITIES, INC. (CHARLOTTE NC)
IA
07/19/1991 - 05/20/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
11/29/1988 - 07/29/1991
SMA EQUITIES, INC. (WORCESTER MA)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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