Scott Whitten is a eficient expert, working in Advisorycloud main office of which is in 1221. as a Advisor from 2019. Scott gained professional experience in more than 15 positions at various companies. Scott Whitten went to the California State University-Fullerton and got education there from 2006 to 2012. This expert has such qualifications as The American College of Financial Services and Chartered Life Underwriter. Santa Ana, California is the city, where this professional was lastly known to live. The professional's contacts are easily accessed through this website by request.
Name variants:
Scotty Whitten
Last updated Jun 17, 2024
Contact Information
Last Update
Feb 1, 2016
Email
sw**@cox.net, sw**@nextfinancial.com, sw**@nfisco.com
Location
Santa Ana, CA
Company
Advisorycloud
Workplace
Advisor
Work History
Advisor
7 Hamilton Lndg SUITE 100, Novato, CA 94949
If you’re ever seeking business advice you can request a meeting with me on AdvisoryCloud at: https://www.advisorycloud.com/profile/Scott-Whitten
from Sep 2019
Executive Vice President
11770 Hwy #1, Palm Beach Gardens, FL
Top Advisors Group offers our agents/advisors access to industry leading producers, specialized marketing programs, and exclusive marketing arrangements. If you are looking for a "next-gen" ...
from Oct 2017
Executive Vice President
11770 Hwy 1 north SUITE 205E, Palm Beach Gardens, FL
from Oct 2017
Financial Advisor
New Jersey
We are a comprehensive financial planning practice encompassing wealth management, retirement income planning.
Apr 2012 — Feb 2016
Vice President Business Development
2440 Research Blvd, Rockville, MD 20850
Jun 2011 — Apr 2012
Vice President National Sales
2500 Wilcrest Dr, Houston, TX 77042
In my role I am responsible for training, coaching and developing sales strategies of non-securities insurance products with 1000+ Next Financial registered representatives throughout the co...
Mar 2010 — Jul 2011
National Sales Manager
1 Moody Plz, Galveston, TX 77550
In my role I am responsible for building strong partnerships with Independent Marketing Organizations (IMO’s), Brokerage General Agencies (BGA’s) and Broker/Dealer (B/D) to help them effecti...
Feb 2009 — Dec 2009
Vice President, Insurance
I led the insurance program of a top echelon publicly traded independent Broker Dealer firm in Newport Beach, California. My responsibilities included creating a multi-product marketing and ...
Jul 2007 — Dec 2008
Vice President, Insurance
200 Vesey St, New York, NY 10007
I led the insurance program of a top echelon publicly traded independent Broker Dealer firm in Newport Beach, California. My responsibilities included creating a multi-product marketing and ...
Jul 2007 — Dec 2008
Vice President, Insurance
As Brookstreet’s Insurance Division Vice President and Principal Insurance Compliance Officer, I led and managed the firm’s 650 representative sales force resulting in record company sales. ...
Apr 2002 — Jun 2007
Marketing Representative
700 Newport Center Dr, Newport Beach, CA 92660
Established relationships between Pacific Life and NASD Broker Dealers. Worked with key Broker Dealer staff to promote Pacific Life products and services, by creating intricate business plan...
Jan 1999 — Mar 2002
Registered Rep
Provided investment services for clientele and management of asset and cash allocations, investment portfolios, and financial planning. I was solely responsible for; 300 +% production of th...
Oct 1996 — Dec 1998
Agent
Assisted clients in meeting their monetary goals through the use of life insurance, mutual funds, annuities, and other financial products. Developed sales compensation and recognition plans...
Nov 1995 — Oct 1996
Agent
51 Madison Ave, New York, NY 10010
Assisted clients in meeting their monetary goals through the use of life insurance, mutual funds, annuities, and other financial products. Developed sales compensation and recognition plans,...
Nov 1995 — Oct 1996
Education
2006 — 2012
2006 — 2012
2004 — 2006
1992 — 1995
Occupations
Executive
Vice President
Sales Specialist
Agent
Sales Agent
Artist
Model
Accountant
Finance and Accounting Specialist
Compliance Officer
Bank Examiner
Director of Quality Control
Advisor
Government Official
Premier
Partner
Chief Executive
Sales Representative
Accounting Bookkeeper
Bookkeeper
Financial Compliance Examiner
Auditor
Compliance Manager
Government Service Executive
Skills
Fixed Annuities
Retirement Planning
Investments
Insurance
Retirement
Strategic Financial Planning
Series 7
Wealth Management
Life Insurance
Series 63
Mutual Funds
Securities
Investment Advisory
Disability Insurance
Sales
Business Planning
Relationship Management
Financial Planners
FAQs about Scott Whitten
What is the main profession of Scott Whitten?
The expert is a Advisor.
What jobs is Scott a professional at?
Scott is proficient at Executive and Vice President jobs.
Where is Scott Whitten currently located?
Scott Whitten is located in Santa Ana, California.
What is Scott Whitten's email?
Scott Whitten's email is sw**@cox.net and sw**@nextfinancial.com.
Where did Scott Whitten work?
The expert worked at Advisorycloud, Top Advisors Group Llc.
Does Scott Whitten have personal webpage or blog?
Scott Whitten`s website is http://www.nextfinancial.com and http://www.octoasters.com/.
What education does Scott Whitten have?
Scott studied at the California State University-Fullerton from 2006 to 2012.
What are the certifications of Scott Whitten?
This professional received the following certifications: The American College of Financial Services and Chartered Life Underwriter.