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Scott Cfs Location
Columbus, OH, US
Scott Cfs Work
2005 -now President and Founder @
2006 -now LPL Financial Planner @
2014 -now LPL Financial Advisor @ First National Bank of McConnelsville
1997 -2005 Regional Vice President @
1990 -1996 District Manager @
1985 -1990 Student Manager @
Scott Cfs Education
Montana State University-Bozeman
Finance (Business)
1987-1990
Scott Cfs Skills
Strategic Financial Planning
Financial Services
Registered Investment Advisor
Securities
Wealth Accumulation
Wealth Management
Small Business
401k
Finance
FINRA
Retirement Planning
Fixed Annuities
Retirement
Mutual Funds
Series 7
Investment Advisory
Financial Advisory
IRAs
Asset Allocation
Wealth
Investment Strategies
Series 63
Long-term Care
Investments
Life Insurance
Term Life Insurance
High Net Worth Individuals
Portfolio Management
Alternative Investments
Public Speaking
Asset Management
Bonds
Series 24
Financial Planners
Estate Planning
Financial Planning
College Education Planning
Business Development
Sales Management
Building Relationships
Entrepreneurship
Goal Oriented Individual With Strong Leadership Capabilities
Team Development
Growing Strategic Alliances
Long Term Care
Dependable Team Player
Management
CRM
Scott Cfs Summary
Scott Cfs, based in Columbus, OH, US, is currently a President and Founder at Webb Financial Group LLC. Scott Cfs brings experience from previous roles at Hopewell Federal Credit Union, First National Bank of McConnelsville, PFS Investments and Family Heritage. Scott Cfs holds a 1987 - 1990 Finance in Business @ Montana State University-Bozeman. With a robust skill set that includes Strategic Financial Planning, Financial Services, Registered Investment Advisor, Securities, Wealth Accumulation and more. Scott Cfs has 3 mobile phone numbers on RocketReach.
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