Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Tousa is a financial advisor who has been in the industry since 2006. Scott has a wide range of experience in the financial services industry, having worked for several firms before joining Edward Jones in 2019. Scott currently holds licenses in Michigan and Texas. Scott is a Certified Financial Planner and is committed to helping clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MI
08/21/2023 - Present
Edward Jones (ANN ARBOR MI)
TX
08/12/2011 - 06/04/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
MA
04/08/2010 - 08/11/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
CT
03/25/2009 - 04/12/2010
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CT
08/31/2006 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BOTH
Issued 10/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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