Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kessler is a financial advisor with Osaic Wealth, Inc. based in Statham, Georgia. Scott has been in the financial services industry since September 1988. Scott has a broad range of experience and holds both Series 7 and 63 licenses, as well as the Series 24 General Securities Principal Examination. Scott is also a Certified Financial Planner. Scott's prior experience includes roles at Securities America, Inc., Securities Service Network, LLC, and LPL Financial LLC. Scott has expertise in providing financial advice to individuals and families, businesses, and institutional clients.
Statham, GA
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.
1
2
GA
06/14/2024 - Present
Osaic Wealth, Inc. (Statham GA)
GA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Statham GA)
GA
10/17/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Statham GA)
GA
11/15/2004 - 11/04/2019
LPL FINANCIAL LLC (STATHAM GA)
AL
07/20/1998 - 11/17/2004
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NY
07/29/1998 - 04/10/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
09/10/1997 - 07/16/1998
GRIFFIN FINANCIAL SERVICES
CA
02/07/1991 - 09/18/1997
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
AZ
11/19/1989 - 01/29/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/20/1989 - 12/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/10/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/20/1988 - 11/28/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
09/20/1988 - 11/28/1988
IDS LIFE INSURANCE COMPANY
BC
Issued 12/1/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Kessler is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
