Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Williams is a financial advisor at Mercer Global Advisors Inc. based in Portage, Michigan. Scott has been in the financial industry for 21 years, focusing on financial planning, estate planning, and investment management. Scott has a long history with Raymond James Financial Services, Inc. and Sanford Financial Services before joining Mercer Global Advisors. Scott is also a Certified Financial Planner and a member of the Big Brothers Big Sisters of Kalamazoo finance committee. Scott is registered with the states of Louisiana, Michigan, New Hampshire, and Texas.
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.
Trust services, estate planning, tax return preparation, consultation
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
MI
08/25/2023 - Present
Mercer Global Advisors Inc. (Portage MI)
MI
09/18/2002 - 10/16/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTAGE MI)
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Scott Williams is the right advisor for you? Invested Better is here to help.
