Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Michael Scott is an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC. Shawn has been in the industry since 2005, and has worked for several firms. He is registered with the state of Ohio. Shawn holds the Series 6, 7, and 63 securities licenses. His firm provides a variety of services including financial planning, portfolio management for individuals, and educational seminars. Shawn is also a Chartered Financial Consultant.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
OH
01/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (SHARONVILLE OH)
OH
12/06/2010 - 08/29/2012
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
OH
06/30/2010 - 11/29/2010
SECURITIES AMERICA, INC. (CINCINNATI OH)
OH
05/08/2009 - 07/01/2010
EQUITY SERVICES, INC. (CINCINNATI OH)
OH
06/30/2006 - 05/05/2009
AMERITAS INVESTMENT CORP. (CINCINNATI OH)
OH
11/23/2005 - 06/30/2006
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BC
Issued 04/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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