Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Sollars is an Investment Advisor Representative at Benefit Financial Services Group. Scott has been in the financial services industry since 2000. He has a strong background in financial planning and portfolio management. Scott is committed to helping individuals and families reach their financial goals. He has a Series 7, Series 9, Series 10, Series 24, and Series 66 securities license. Scott is also a Certified Financial Planner. Scott has experience working with individuals, families, charitable organizations, and retirement plans.
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.
Credit and cash management solutions, insurance solutions
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.
A percentage of assets under consultation
1
2
AZ
02/21/2024 - Present
Benefit Financial Services Group (Phoenix AZ)
AZ
01/14/2009 - 09/12/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
TX
06/06/2008 - 12/31/2008
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
AZ
12/01/2000 - 06/16/2008
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
NY
06/26/2000 - 09/13/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 06/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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