Unclaimed
Scottie Custer is a financial advisor who has been working in the industry since 2023. Currently, Scottie Custer works at First Command Advisory Services. Scottie Custer is registered with the state of Georgia and is licensed to provide financial advice in the states of Georgia, Minnesota, North Carolina, and South Carolina. Scottie Custer has passed the Series 63, Series 65, Series 6TO, and SIE exams. Scottie Custer specializes in providing financial planning and portfolio management for individuals.
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.
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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TX
03/14/2024 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 03/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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