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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Michael Perry is a financial advisor with Empower Advisory Group, LLC. Scott has been in the industry since 2010 and has experience working at various financial institutions. Scott is a registered representative and investment advisor representative with a Series 7, Series 63, Series 66, and Series 9 licenses. The advisor currently works in the firm's Greenwood Village, CO location. Scott specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Scott's previous employment history includes First Merchants Trust, Cetera Investment Services LLC, Charles Schwab & Co., Inc., and Fisher Investments. The advisor has a broad range of experience and qualifications to help clients reach 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
IN
02/01/2016 - 01/24/2017
CETERA INVESTMENT SERVICES LLC (FRANKLIN IN)
IN
05/12/2010 - 01/19/2016
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 04/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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