Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Munro is an investment advisor representative with BFC Planning, Inc. Scott has been active in the financial services industry since 1994. Scott has experience working with various types of clients including high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Scott is registered with the Securities and Exchange Commission and the state of California. Scott has passed the Series 7, Series 6, Series 63, and Series 65 exams. Prior to joining BFC Planning, Inc., Scott was an investment advisor representative with Crown Capital Securities, L.P., Securities America, Inc., Brecek & Young Advisors, Inc., Titan/Value Equities Group, Inc., and State Bond Sales Corporation. Scott also serves as the Executive Director of Munro World Art Associates.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fee
1
2
IA
04/26/2019 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
CA
03/11/2010 - 04/22/2019
CROWN CAPITAL SECURITIES, L.P. (SAN DIEGO CA)
CA
01/23/2009 - 03/18/2010
SECURITIES AMERICA, INC. (LA MESA CA)
CA
04/08/1997 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (LA MESA CA)
CA
05/26/1995 - 04/15/1997
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
10/29/1986 - 01/19/1988
STATE BOND SALES CORPORATION
IA
Issued 10/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Munro is the right advisor for you? Invested Better is here to help.
