Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Morris is a registered representative of Planmember Securities Corp. Scott has been in the financial services industry since 1995. Scott is currently registered with the states of California and Utah. Scott has experience in both investment and insurance services and offers a wide variety of services to individual and institutional clients.
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.
Provides investment supervisory services
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.
A percentage of the total value of assets under management is charged.
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2
UT
01/03/2008 - Present
Planmember Securities Corp. (Heber City UT)
CA
01/03/2007 - 12/31/2007
WELLSTONE SECURITIES, LLC (WOODLAND HILLS CA)
CA
10/31/2005 - 01/09/2007
AIG FINANCIAL ADVISORS, INC. (MURIETTA CA)
AZ
08/03/1995 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
MN
02/07/1995 - 07/31/1995
MIMLIC SALES CORPORATION (ST. PAUL MN)
AZ
02/07/1995 - 02/17/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 12/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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