Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becky? Claim Your ProfileBecky Anne fosness Scott is an investment advisor representative with Robert W. Baird & Co. Inc., licensed with the state of Washington. Becky Anne fosness Scott has 20 years of experience in the financial services industry. Prior to joining Robert W. Baird & Co. Inc. in 2014, Becky Anne fosness Scott was employed by MCADAMS WRIGHT RAGEN, INC., WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC. Becky Anne fosness Scott holds FINRA Series 7, 63, and 66 licenses. Becky Anne fosness Scott is also a registered investment advisor representative in California, Idaho, Michigan, Oregon and Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
03/01/2011 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
WA
01/03/2011 - 02/23/2011
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
WA
11/17/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
BOTH
Issued 02/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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