Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Walsh is an active Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. located in Maumee, Ohio. Scott has been in the industry for over 30 years and holds several licenses and certifications including Series 6, 7, 63 and 65. Scott is committed to providing exceptional financial advice to individuals, families, and businesses. In addition to his work with Osaic Wealth, Scott also has experience in various other business sectors, including health insurance and non-profit work. Scott is dedicated to helping clients achieve their financial goals and believes in building long-term relationships with them.
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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2
OH
07/10/2013 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
04/04/2001 - 07/12/2013
WALNUT STREET SECURITIES, INC. (TOLEDO OH)
AZ
08/14/1992 - 05/14/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 06/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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