Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Walker Daniel is a financial advisor with over 20 years of experience in the industry. Scott Walker Daniel is currently registered with World Investment Advisors, LLC, a firm that specializes in providing investment advisory services to individuals, families, and businesses. Scott Walker Daniel is also registered as an Investment Advisor Representative with Pensionmark Financial Group dba/ Wealthpath in Little Rock, AR. Scott Walker Daniel previously worked as a registered representative for Pensionmark Securities, LLC in Santa Barbara, CA, and Capfinancial Securities, LLC in Raleigh, NC. Prior to that, Scott Walker Daniel was a registered representative for Securities America, Inc. and LINSCO/Private Ledger Corp. in Little Rock, AR. Scott Walker Daniel holds Series 7, Series 63, and Series 65 licenses. Scott Walker Daniel provides a wide range of financial services, including financial planning, retirement planning, and investment management.
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.
1
2
AR
01/20/2016 - Present
World Investment Advisors, LLC (LITTLE ROCK AR)
AR
10/12/2017 - 01/26/2018
PENSIONMARK SECURITIES, LLC (LITTLE ROCK AR)
AR
01/07/2016 - 12/31/2017
CAPFINANCIAL SECURITIES, LLC. (LITTLE ROCK AR)
AR
04/05/2007 - 01/14/2016
SECURITIES AMERICA, INC. (LITTLE ROCK AR)
AR
09/26/2003 - 04/30/2007
LINSCO/PRIVATE LEDGER CORP. (LITTLE ROCK AR)
NJ
07/02/1998 - 10/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 06/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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