Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Roland Werner is a financial advisor with MML Investors Services, LLC. Scott has been in the financial services industry since October 9, 2000. Scott specializes in financial planning, pension consulting, asset allocation programs, and educational seminars. Scott is a Registered Representative and Investment Advisor Representative and is licensed in numerous states. Scott is a Chartered Financial Consultant. Scott also owns and operates MPSW Enterprises, LLC, a real estate business, and is involved in real estate investing with MPSW Properties LLC. Scott has experience with various financial products including securities, insurance, and real estate.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (Austin TX)
TX
07/17/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
07/22/2009 - 01/02/2015
NEW ENGLAND SECURITIES (AUSTIN TX)
TX
01/22/2004 - 07/01/2009
AXA ADVISORS, LLC (AUSTIN TX)
TX
09/01/2003 - 12/05/2003
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
08/03/2000 - 09/01/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 01/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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