Scot A Shier has been working as a Financial Advisor at Kingdom Advisors since 2018. Moreover, this professional has an employment history at more than 12 companies in the related field. Scot has a total work experience of 30+ years. Scot A Shier studied at the College For Financial Planning from 2005 to 2007. This expert learned English. This professional has the following certificates: Certified Financial Planner. Currently Scot lives in San Juan Capistrano, California region. Find this expert's current email address and number with our search.
Name variants:
Scot Shier
Last updated Jun 17, 2024
Contact Information
Last Update
Jul 1, 2022
Email
sc**@qfcorp.com
Location
San Juan Capistrano, CA
Company
Workplace
Financial Advisor
Atlanta, GA
Industry
Professional Training & Coaching, Non Profit Training and Education Organization
Colleagues
Work History
Financial Advisor
280 north Circle Dr southeast SUITE 100, Atlanta, GA 30318
from Jul 2018
Commissioner and Chairperson
The five-member Investment Advisory Commission oversees the implementation of the City's investment programs, assuring the consistency of these programs with the investment policies and reco...
Nov 1, 2013 — Dec 2016
Adjunct Professor
1200 east Colton Ave, Redlands, CA 92374
Teaching "Employee Benefits & Retirement Planning." This course examines the role of employee benefit plans and retirement planning options within a comprehensive financial plan. Participant...
Jun 2014 — Dec 2016
Instructor
Getting ready for teaching 12 weeks of instruction, totaling 36 hours beginning Jan 6, 2015. This course is designed to familiarize financial advisors, accountants, trust officers, attorneys...
Dec 2014 — Dec 2016
Personal Financial Counselor
2750 Killarney Dr SUITE 100, Woodbridge, VA 22192
As a PFC (Personal Financial Counselor) I work with the Military Family Life Counselor program (MFLAC) to provide military service members and their families with "Financial Fitness" trainin...
from Apr 2015
Founding Member, Past President
With roughly 100,000 residents, Mission Viejo is a premier South Orange County community featuring a picturesque canvas and attractive, safe neighborhoods that exist in concert with the natu...
from Jul 2014
Financial Advisor and Branch Supervisor
Series 7 & 24 Securites Licensed Rep and Supervisor, and Insurance Licensed Agent
1999 — 2006
Certified Financial Planner and Branch Manager
2500 Wilcrest Dr, Houston, TX 77042
from 2006
President, Cfp at Quintessential Financial Corp
Quintessential Financial & Insurance Services Corporation, founded by Scot A. Shier, provides investment and insurance strategies for families and businesses. As a Registered Representative ...
from 2002
Financial Advisor
Series 7 Security Licensed Rep and Insurance Licensed Agent
1997 — 1999
Registered Representative
1585 Broadway, New York, NY 10003
Series 7 Security Licensed Rep and Insurance Licensed Agent
1994 — 1997
Captain
Texas
Aerospace Engineer Budget and Program Control Officer for SAFSP
1982 — 1993
Education
2005 — 2007
1984 — 1985
1978 — 1982
Occupations
Executive
Region Manager
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Area Manager
Managers
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Alternative Investments
Estate Planning
Financial Advisory
Leadership
Financial Planners
Public Speaking
Fixed Annuities
Fixed Income
Insurance
Retirement Planning
Financial Planning
Wealth Management Services
Portfolio Management
Iras
Investments
Relationship Management
Business Development
Finance
401K
Retirement Plan Consulting
Investment Advisory
Asset Allocation
Strategic Planning
Asset Managment
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Equities
Strategic Financial Planning
Investment Strategies
Entrepreneurship
Real Estate
Risk Management
New Business Development
Asset Management
Community Outreach
Long Term Care
Disability Insurance
Financial Analysis
Wealth
Personal Financial Planning
Series 24
Small Business
Personal Finance
Retirement
Series 7
Employee Benefits
Securities