Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Nathan Sayre is a financial advisor with EP Wealth Advisors. Scott has been in the financial industry for over 30 years and is a Certified Financial Planner. Scott works with individuals, families, and businesses to help them achieve their financial goals. Scott is passionate about helping his clients understand their financial situation and develop a plan to reach their 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.
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.
Retirement plan advisory services & tax preparation 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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2
UT
10/22/2020 - Present
EP Wealth Advisors (SALT LAKE CITY UT)
VT
11/23/2004 - 12/31/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
NE
01/02/2004 - 10/11/2004
QA3 FINANCIAL CORP. (OMAHA NE)
MA
08/08/1989 - 12/31/2003
ASSOCIATED SECURITIES CORP. (BOSTON MA)
NA
11/03/1988 - 08/17/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/18/1985 - 08/06/1986
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
BC
Issued 01/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1989
Series 24 - General Securities Principal Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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