Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Mesa is a financial advisor with over 10 years of experience in the industry. Scott is currently registered with Mariner Wealth and is a Certified Financial Planner. Scott has a strong background in financial planning, portfolio management, and investment advisory services. Scott has worked with a variety of clients, including individuals, families, businesses, and institutions. Scott is committed to providing his 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.
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.
Family office services
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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CA
11/16/2023 - Present
Mariner Wealth (Newport Beach CA)
CA
10/02/2023 - 11/01/2023
WELLS FARGO CLEARING SERVICES, LLC (NEWPORT BEACH CA)
CA
06/25/2020 - 10/17/2022
BNY MELLON SECURITIES CORPORATION (NEWPORT BEACH CA)
CA
10/09/2013 - 09/17/2018
RIM SECURITIES LLC (IRVINE CA)
BOTH
Issued 02/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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