Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Mahan is an investment advisor representative at Osaic Advisory Services, LLC. Scott has been in the securities industry since 2003, Scott provides investment advice and management, as well as comprehensive financial planning. Scott has a strong background in financial planning and investment management. Scott is committed to helping clients 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.
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.
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2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Klamath Falls OR)
OR
05/07/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Klamath Falls OR)
OR
02/28/2012 - 05/10/2019
CETERA ADVISORS LLC (KLAMATH FALLS OR)
OR
02/21/2003 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (KLAMATH FALLS OR)
BOTH
Issued 06/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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