Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Morton is a financial advisor with over 30 years of experience in the industry. Scott is currently registered as an Investment Advisor Representative with Prospera Private Wealth, LLC. Scott also has previous experience with Wells Fargo Clearing Services, LLC, Morgan Stanley, Citigroup Global Markets Inc., and Anderson, Bryant & Company. Scott holds Series 63, 65, 7, and SIE licenses and is a Certified Financial Planner. Scott's areas of specialization include retirement planning, investment planning, college savings, and estate planning. Scott works with individuals, families, businesses, and charitable organizations.
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.
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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2
OK
07/18/2024 - Present
Prospera Private Wealth, LLC (OKLAHOMA CITY OK)
OK
08/30/2013 - 07/22/2024
WELLS FARGO CLEARING SERVICES, LLC (EDMOND OK)
OK
06/01/2009 - 09/06/2013
MORGAN STANLEY (OKLAHOMA CITY OK)
OK
03/04/1986 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OKLAHOMA CITY OK)
NA
04/01/1985 - 03/07/1986
ANDERSON, BRYANT & COMPANY
IA
Issued 03/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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