Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willis? Claim Your ProfileWillis Scofield is a financial advisor with LPL Financial LLC. Willis has been a registered representative for over 23 years, having passed the Series 6, Series 7 and Series 66 exams. In addition, Willis has passed the Securities Industry Essentials Examination (SIE). Willis is currently licensed as a Registered Representative in Nebraska and Texas, and is also registered as an Investment Advisor Representative in Nebraska and Texas. Willis has also been active as an Investment Advisor Representative in Nebraska since 2021. Willis previously worked for Waddell & Reed from 1998 to 2021. Willis specializes in financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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
NE
07/21/2021 - Present
LPL Financial LLC (LINCOLN NE)
NE
09/02/1998 - 07/21/2021
WADDELL & REED (LINCOLN NE)
BOTH
Issued 09/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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