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Patty Scott is a registered investment advisor, based in Cincinnati, OH, with 26 years of industry experience.
Location
9435 Waterstone Blvd, Suite 280, Cincinnati, OH, 45249
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Regulatory History (2)
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Employment Separation After Allegations
April 2016Employment Separation After Allegations
March 2011Other Business ActivitiesSells Insurance
Patty is an insurance agent with Got 52 Wealth Management, selling life, disability, and fixed insurance products, dedicating about a quarter of her time. She also volunteers with Heart 4 Seniors, a non-profit organization, spending a few hours per week raising awareness for disabled seniors.
Employment History
Current Registrations
On Investment Management CO
April 2016 - Present · 10 yrs 1 mo
The O.N. Equity Sales CompanyBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2011 - April 2016 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - April 2016 · 5 yrs 1 mo
J.P. Morgan Securities LLCBroker
August 2009 - March 2011 · 1 yr 7 mos
UBS Financial Services INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
November 2004 - January 2008 · 3 yrs 2 mos
Primevest Financial Services, INC.Broker
June 2001 - October 2004 · 3 yrs 4 mos
Compulife Investor Services, INC.Broker
November 2000 - June 2001 · 7 mos
Banc One Securities CorporationBroker
November 1996 - July 1998 · 1 yr 8 mos
State Registrations9 states
AZCAFLGAINKYMIOHTN
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.