Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Blaney is a financial advisor with over 15 years of experience in the industry. Scott is currently registered with Osaic Wealth, Inc. and holds Series 7, 63, 65 and 66 licenses. Prior to joining Osaic Wealth, Inc., Scott was affiliated with Securities America, Inc. and Securities America Advisors. Scott is a Certified Financial Planner and has extensive experience in providing investment advice and financial planning to individuals, families, and businesses.
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.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (Los Angeles CA)
CA
11/22/2022 - 06/14/2024
SECURITIES AMERICA, INC. (Los Angeles CA)
CA
10/25/2013 - 02/10/2017
AMERICAN FUNDS DISTRIBUTORS, INC. (IRVINE CA)
CA
07/03/2013 - 10/22/2013
LPL FINANCIAL LLC (NEWPORT BEACH CA)
NJ
08/05/2008 - 07/06/2011
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CA
10/13/2006 - 07/24/2008
PLANMEMBER SECURITIES CORPORATION (DANA POINT CA)
CA
05/03/2005 - 03/14/2006
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
NY
08/24/2004 - 11/05/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CT
02/02/2004 - 08/24/2004
EURO PACIFIC CAPITAL, INC. (WESTPORT CT)
CT
03/24/2000 - 02/03/2004
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
CA
01/21/2000 - 03/03/2000
FIRST WALL STREET CORP. (LA JOLLA CA)
BOTH
Issued 01/17/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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