Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Davis is a financial advisor who has been in the industry since November 18, 2019. Scott is currently registered with Charles Schwab & CO., Inc. and is licensed in California and Colorado. Scott is a Series 66 and Series 7TO licensed professional and is a Certified Financial Planner. Scott has experience in various financial services, including investment advice, financial planning and insurance. Scott is dedicated to helping clients 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
12/08/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BOTH
Issued 12/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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