Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edward Scott is a financial advisor at LPL Financial LLC. David has been in the financial services industry since December 31, 2004 and has a strong background in both investment advisory and brokerage services. David is registered with the state of Florida and Michigan as an investment advisor representative. David is also registered in Texas as a broker-dealer representative. David has a Series 7, 24 and 66. David's office is located at 812 Ashmun Street, Sault Ste. Marie, MI, 49783. David specializes in helping individuals, families, and businesses develop personalized financial plans and investment strategies. David is committed to providing comprehensive financial advice and guidance to clients.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
01/09/2009 - Present
LPL Financial LLC (SAULT STE. MARIE MI)
MI
01/01/2005 - 05/19/2008
EDWARD JONES (SAULT STE MARIE MI)
BOTH
Issued 04/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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