Lovie Scott (CRD# 7373154) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Lantana, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Of Omaha Investor Services | Boca Raton, FL | Feb 2022 - Current | 1 |
| Mutual Of Omaha Insurance Company | Boca Raton, FL | Jul 2021 - Current | 2 |
| Unemployed | Lantana, FL | Dec 2019 - Jul 2021 | 1 |
| Ail | West Palm Beach, FL | Mar 2019 - Nov 2019 | < 1 |
| Penquin Painters, Inc. | Cincinnati, OH | Nov 1985 - Mar 2019 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2023 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management14MILLIONS
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Total Number of Accounts92ACCOUNTS
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Average Account Value$155,166
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