Unclaimed
Scott Boyer is a financial advisor with over 25 years of experience in the industry. Scott holds licenses in both Broker/Dealer and Investment Advisor capacities. Scott is currently registered with TLG Advisors, Inc. and has been in this role since 2020. Prior to joining TLG Advisors, Inc., Scott worked at Nationwide Securities, LLC. Scott holds Series 6, Series 65 and SIE licenses and has expertise in providing financial advice to a variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Scott specializes in investment planning, retirement planning, education planning, and estate planning.
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.
Placement of institutional funds
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
OH
01/03/2020 - Present
TLG Advisors, Inc. (Zainesville OH)
OH
05/14/1996 - 12/31/2019
NATIONWIDE SECURITIES, LLC (ZANESVILLE OH)
IA
Issued 12/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Boyer is the right advisor for you? Invested Better is here to help.