Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Werdebaugh is a financial advisor with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Scott has been working in the financial services industry since August 1999. Scott's previous experience includes working with Lincoln Financial Securities Corporation, H. Beck, Inc., Capital Guardian, LLC, Woodbury Financial Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, The O.N. Equity Sales Company, American General Securities Incorporated, Morgan Stanley DW Inc., and PFS Investments Inc. Scott offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Scott is registered as an investment advisor representative in West Virginia. Scott is a licensed agent in Delaware, Florida, Georgia, Kentucky, Maryland, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Washington, and West Virginia.
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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WV
06/14/2024 - Present
Osaic Wealth, Inc. (MORGANTOWN WV)
VA
12/18/2019 - 06/14/2024
SECURITIES AMERICA, INC. (HAMPTON VA)
WV
12/27/2016 - 01/02/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (MORGANTOWN WV)
WV
01/06/2014 - 12/27/2016
H. BECK, INC. (MORGANTOWN WV)
WV
07/13/2012 - 01/08/2014
CAPITAL GUARDIAN, LLC (MORGANTON WV)
WV
09/18/2008 - 07/17/2012
WOODBURY FINANCIAL SERVICES, INC. (BRIDGEPORT WV)
WV
11/10/2006 - 09/12/2008
METLIFE SECURITIES INC. (MORGANTOWN WV)
WV
11/10/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MORGANTOWN WV)
WV
11/26/2002 - 09/26/2006
THE O.N. EQUITY SALES COMPANY (MORGANTOWN WV)
AZ
05/02/2002 - 10/07/2002
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
10/23/2000 - 07/17/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
07/13/1994 - 10/10/1996
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 11/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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