Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Udall Fortney is a financial advisor at Mariner Wealth, an investment advisory firm. Scott has over 20 years of experience in the financial services industry. Scott is registered with the state of Utah. Scott specializes in providing financial advice to individuals, families, businesses, and institutions. Scott provides a variety of financial services including financial planning, portfolio management, and retirement planning.
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.
Family office services
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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UT
11/02/2022 - Present
Mariner Wealth (Park City UT)
TX
02/03/1999 - 04/12/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
03/02/1998 - 10/19/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/02/1998 - 10/19/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/25/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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