Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scottie? Claim Your ProfileScottie Clark has been in the financial services industry since February 2006. Scottie is currently registered with First Heartland Consultants, Inc. Scottie specializes in providing financial planning services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Scottie is also an Alderman for the City of Saltillo, MS. Scottie is licensed to conduct business in Alabama, Arkansas, Colorado, Georgia, Mississippi, Virginia, and Washington.
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.
1
2
MS
11/19/2018 - Present
First Heartland Consultants, Inc. (Saltillo MS)
MS
02/02/2006 - 03/07/2018
WOODMEN FINANCIAL SERVICES, INC. (SALTILLO MS)
IA
Issued 10/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2019
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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