Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Atkinson is a financial advisor with over 13 years of experience in the financial services industry. Scott is currently registered with Vanguard Advisers, Inc., and has previously held positions with Wells Fargo Clearing Services, LLC and LPL Financial LLC. Scott holds the Series 4, 7, 24, 52, 53 and 66 licenses. Scott specializes in providing financial advice to individuals, businesses, high-net-worth individuals, and pooled investment vehicles. Scott is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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
NC
05/05/2022 - Present
Vanguard Advisers, Inc. (Charlotte NC)
MO
01/24/2020 - 03/30/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
SC
01/25/2010 - 12/12/2019
LPL FINANCIAL LLC (FORT MILL SC)
NC
11/25/2008 - 12/31/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 12/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/13/2017
Series 4 - Registered Options Principal Examination
BC
Issued 02/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Atkinson is the right advisor for you? Invested Better is here to help.
