Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Wesley is a financial advisor with Rehmann Wealth in Tawas City, Michigan. Scott has been in the industry since October 2019. Scott is registered with the state of Michigan and Florida. Scott holds the Series 66, Series 7TO, and SIE licenses. Scott is a Certified Financial Planner and a Personal Financial Specialist. Scott is also a CPA and provides income tax preparation services.
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.
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.
Servicing fees from custodians
1
2
MI
10/25/2021 - Present
Rehmann Wealth (TAWAS CITY MI)
MI
10/25/2019 - 10/20/2021
CETERA FINANCIAL SPECIALISTS LLC (WEST BRANCH MI)
BOTH
Issued 12/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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