Unclaimed
Deon Scott is a financial professional with over 3 years of experience in the industry. Deon is currently registered with J.P. Morgan Securities LLC, a well-established firm with a strong reputation in the financial services industry. Deon has a strong foundation in the investment industry, having previously worked with PFS Investments Inc. Deon holds several licenses and designations, including Series 6, Series 26 and Series 63. This background has equipped Deon with a comprehensive understanding of the financial markets and a wide range of investment products and services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/04/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
01/16/2018 - 12/31/2021
PFS INVESTMENTS INC. (BRONX NY)
NY
10/27/2017 - 12/31/2017
PFS INVESTMENTS INC. (MOUNT VERNON NY)
BC
Issued 11/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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