Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Skinner is a financial advisor with Charles Schwab & Co., Inc. Scott has been in the financial services industry since 2000 and has a wide range of experience. Scott is registered in all states as an Investment Advisor Representative. Scott provides financial planning and other advisory services to clients. Scott 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
09/03/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
07/28/2004 - 07/31/2019
EDWARD JONES (Castle Rock CO)
TX
08/16/2000 - 08/05/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 08/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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