ADVISOR BIO

Scott Uffelman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Scott has been in the financial services industry since 1984. Scott has licenses in California and Texas. Scott holds licenses Series 3, 7, 9, 10, 63, and 65. Scott has a strong track record of success in the financial services industry, and he is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Scott Hollaender is a financial advisor who has been working in the industry since March 24, 2004. Scott is currently registered with UBS Financial Services Inc., a firm with over $50 billion in assets under management. Scott is licensed to provide investment advice in 40 states and has a broad range of experience in the financial services industry. Scott is also a member of the Board of Directors of Junior Achievement of San Diego.

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ADVISOR BIO

Scott Chase is an Investment Advisor Representative with Opes Wealth Management, LLC, registered with the state of California. Scott is a Series 65 holder and specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Scott is also the Chief Operating Officer and VP Managing Officer for Intero Real Estate. Scott is a licensed real estate agent and has been active in the industry since 2011.

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ADVISOR BIO

Scott Galbraith is a financial advisor with over 40 years of experience in the industry. Scott is currently registered with Planmember Securities Corp. in both California and Arizona. Scott is a highly experienced advisor who has worked with a variety of clients, including individuals, businesses, and institutions. Scott has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Scott Ida is a registered investment advisor representative with Osaic FA, Inc. based in LA JOLLA, CA. Scott has been in the industry since October 3, 2004, and is licensed to provide investment advice in several states. Scott also provides insurance services as a licensed agent.

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ADVISOR BIO

Scott Kent Morley is a financial advisor with Cetera Investment Advisers LLC. Scott has been in the industry since 1990 and has held registrations with various firms including VOYA FINANCIAL ADVISORS, INC., NEXT FINANCIAL GROUP, INC., and VERITRUST FINANCIAL, LLC. Scott has a Series 6, Series 63, and Series 65 licenses, as well as the SIE. Scott offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Scott Brenner Jacobs is a financial advisor with J.P. Morgan Securities LLC, with over 20 years of experience in the financial services industry. Scott Brenner Jacobs has been registered with FINRA since 2000. Scott Brenner Jacobs is registered with the state of California and Texas. Scott Brenner Jacobs has passed the Series 6, 7, 63, 66, and SIE exams. Scott Brenner Jacobs's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, National Planning Corporation, and Van Kampen Funds Inc. Scott Brenner Jacobs has a strong track record of helping clients achieve their financial goals. Scott Brenner Jacobs specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Scott Brenner Jacobs is committed to providing clients with personalized financial advice and helping them make informed investment decisions.

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ADVISOR BIO

Scott MacDonald is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Scott has been in the financial industry since 1987. Scott is registered to provide investment advice and securities in 36 states and is licensed to provide investment advice and securities in California, Nevada, and Texas. Scott has a Series 7, Series 63, and Series 65 license and a SIE exam certification. Scott offers a variety of financial services, including portfolio management for individuals and businesses, selection of other advisors, and educational seminars. Scott is committed to providing clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

Scott J. Keifer is a financial advisor with over 20 years of experience in the financial services industry. Scott is registered with J.P. Morgan Securities LLC and has a strong track record of helping clients achieve their financial goals. Scott is dedicated to providing personalized financial advice and guidance to individuals, families, and businesses. Scott has a deep understanding of the financial markets and is committed to providing his clients with the highest level of service.

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ADVISOR BIO

Scott Harcourt Secrest is an investment advisor representative with Natural Investments. Scott has been in the industry for over 25 years. Scott holds the Series 6, 7, 24, 26, 63, and 65 licenses and is registered with the state of California. Prior to joining Natural Investments, Scott was a registered representative with Charles Schwab & Co., Inc., Wells Fargo Securities Inc., Working Assets Capital Management, Colonial Investment Services, and Colonial Investment Services, Inc. Scott specializes in financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS