Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Windsor is a financial advisor who has been working in the financial services industry since 1992. Scott is currently registered as a representative of Osaic Institutions, Inc. in Florida, and is licensed to offer investment advice and securities brokerage services. Prior to joining Osaic Institutions, Inc., Scott worked at BB&T Investment Services, Inc. and Wells Fargo Advisors, LLC. Scott's experience spans a variety of industries, including banking, investment management, and financial planning. Scott is committed to providing his clients with personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
FL
05/17/2017 - Present
Osaic Institutions, Inc. (LEESBURG FL)
FL
12/07/2010 - 05/09/2017
BB&T INVESTMENT SERVICES, INC. (THE VILLAGES FL)
FL
07/01/2003 - 11/01/2010
WELLS FARGO ADVISORS, LLC (LEESBURG FL)
NY
04/20/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
04/01/1998 - 05/18/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
02/07/1995 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
08/05/1993 - 02/08/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
FL
11/17/1992 - 08/03/1993
DELTA FIRST FINANCIAL, INC. (ALTAMONTE SPRINGS FL)
FL
02/28/1992 - 09/09/1992
DELTA FIRST FINANCIAL, INC. (ALTAMONTE SPRINGS FL)
NA
08/27/1991 - 01/07/1992
F.N. WOLF & CO., INC.
IA
Issued 05/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2009
Series 3 - National Commodity Futures Examination
BC
Issued 08/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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