Unclaimed
Scott Harris is a financial advisor with The Ameriflex Group, a company headquartered in Las Vegas, Nevada. Scott has over 20 years of experience in the financial services industry. Scott is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses. Scott specializes in providing comprehensive wealth management, financial planning, and investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Scott is committed to providing his clients with personalized financial advice and strategies that are designed to help them 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
AZ
11/14/2022 - Present
THE Ameriflex Group (Phoenix AZ)
AZ
11/07/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
02/09/2009 - 11/16/2022
PRINCIPAL SECURITIES, INC. (PHOENIX AZ)
AZ
10/12/2007 - 02/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
10/14/1999 - 10/15/2007
PRINCOR FINANCIAL SERVICES CORPORATION (PHOENIX AZ)
NY
08/24/1995 - 10/22/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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