Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Marion is a registered investment advisor representative with Corecap Advisors. Scott is a licensed advisor in Arizona, Georgia, Indiana, Michigan, Nevada, North Carolina, Ohio, Tennessee and Wyoming. Scott has been in the securities industry since January 10, 2019. Scott holds Series 63, 65, 6TO, and SIE licenses. Scott has a history of working for Ameritas Investment Corp. and Capital Choice Financial Services. Corecap Advisors is a registered investment advisor with offices in Knoxville, Tennessee and Southfield, Michigan. Corecap Advisors manages assets for individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and other clients. Corecap Advisors provides financial planning, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
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.
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
TN
10/09/2023 - Present
Corecap Advisors (Knoxville TN)
TN
01/11/2019 - 11/04/2019
AMERITAS INVESTMENT CORP. (Knoxville TN)
IA
Issued 04/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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