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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Palmer is a registered investment advisor representative with Lincoln Investment. Scott is also an investment advisor representative with Defined Wealth, Inc. Scott has been in the financial industry since 1995 and has a Series 6, Series 63, and Series 65 license. Scott has worked for a number of firms over the years, including Envoy Securities, LLC and Legend Equities Corporation. Scott specializes in providing financial advice to individuals, corporations, and institutions. Scott is committed to providing personalized financial advice to help clients reach 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
10/25/2024 - Present
Lincoln Investment (Colorado Springs CO)
CO
10/10/2011 - 07/07/2016
ENVOY SECURITIES, LLC (COLORADO SPRINGS CO)
CO
03/17/1997 - 09/02/2011
LINCOLN INVESTMENT (COLORADO SPRINGS CO)
FL
01/03/1995 - 04/03/1997
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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