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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 Morris Martineau is a financial advisor with Creative Planning based in Overland Park, KS. Scott has been in the financial industry since 2000. Scott has worked for a number of well-known firms, including GWFS Equities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, OneAmerica Securities, Inc., and Pan-American Financial Advisers. Scott holds the Series 6, Series 63, and Series 65 licenses and the SIE exam certification. Scott specializes in providing financial advice to individuals, businesses, high-net-worth individuals, trusts, and non-profit organizations. Scott provides a range of financial services, including financial planning, portfolio management, and investment advice.
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
KS
01/05/2022 - Present
Creative Planning (OVERLAND PARK KS)
CA
10/18/2006 - 07/15/2017
GWFS EQUITIES, INC. (IRVINE CA)
MA
08/02/2005 - 10/03/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/02/2005 - 10/03/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IN
03/26/2004 - 06/23/2005
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
LA
09/27/2000 - 12/31/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
IA
Issued 06/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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