Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Wernecke is a financial advisor with MMA Securities LLC, located in San Diego, California. Scott has been in the financial industry since 2007 and holds Series 6, 7, and 63 licenses. He is also a Certified Financial Planner. Prior to joining MMA Securities LLC, Scott was a financial advisor at Commonwealth Financial Network, Lincoln Investment, and Mutual of America Life Insurance Company.
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.
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.
Advisory services to retirement plan participants
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.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
1
2
CA
03/08/2024 - Present
MMA Securities LLC (San Diego CA)
CA
10/24/2023 - 02/22/2024
COMMONWEALTH FINANCIAL NETWORK (San Diego CA)
CA
05/02/2013 - 10/25/2023
LINCOLN INVESTMENT (SAN DIEGO CA)
CA
01/04/2011 - 04/01/2013
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (LONG BEACH CA)
CA
01/04/2011 - 04/01/2013
MUTUAL OF AMERICA SECURITIES CORPORATION (LONG BEACH CA)
MD
10/26/2006 - 11/23/2010
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BC
Issued 01/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Wernecke is the right advisor for you? Invested Better is here to help.
