Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Whitney is a financial advisor in Westlake Village, California. Scott has over 28 years of experience in the financial services industry. Scott is a Registered Representative and Investment Advisor Representative. Scott is licensed to provide investment advice in Arizona, California, and Texas. Scott is currently employed by Manchester Financial Inc., located in Westlake Village, California. Scott has previously worked at Canterbury Capital Services, Inc., located in Newport Beach, California. Scott's areas of expertise include financial planning, portfolio management, and consulting services. Scott specializes in working with high-net-worth individuals, corporations or businesses, and pension and profit-sharing plans. Scott is a committed professional who is dedicated 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.
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.
Consulting 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/17/2019 - Present
Manchester Financial Inc. (WESTLAKE VILLAGE CA)
CA
11/28/1994 - 05/04/2000
CANTERBURY CAPITAL SERVICES, INC. (NEWPORT BEACH CA)
IA
Issued 01/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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