Scot C Bissell

2342 Calaveras Way, Indianapolis, IN 46240

Financial Services

Charles Schwab since Nov 2003
Portfolio Consultant
Charles Schwab Oct 1999 - Nov 2003
Active Trader Team Manager
Fidelity Investments Dec 1987 - Nov 1998
Financial Consultant

College for Financial Planning 2000 - 2009
AAMS, ACCREDITED ASSET MANAGEMENT SPECIALIST (SM) Drexel University 1975 - 1980
Drexel University - College of Business and Administration 1975 - 1979

Mutual Funds
Series 7
Wealth Management
Asset Allocation
Retirement Planning
Investment Advisory
Investments
Portfolio Management
Series 63
Asset Management
Securities
Equities
Retirement
Series 65
Investment Management
Etfs
Investment Strategies
Finra
Insurance
Financial Advisory
Fixed Annuities
401K
Alternative Investments
Uniform Combined State Law
Variable Annuities
401K Rollovers
Roth Ira
Iras
Series 24
Wealth Accumulation
Portfolio Optimization
Personal Financial Planning
Aams

Series 7 General Securities Representative
Series 63 General Securities State Law Examination
Series 9-10 General Securities Sales Supervisor
Series 66 Uniform Combined State Law Examination
Life, Health and Variable Annuties Insurance Licenses