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 who has been in the industry since 1988. He is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Scott has a broad range of experience in the financial services industry and is committed to providing his clients with personalized financial advice and guidance. Scott is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a registered representative of Securities America, Inc. and has been with that firm since September 2020.
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
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 12/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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