Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Edward Scott has been in the financial services industry for over 20 years. Heath is registered with Robert W. Baird & Co. Inc. as a Registered Representative. Prior to joining Robert W. Baird & Co. Inc., Heath was employed by J.J.B. HILLIARD, W.L. LYONS, LLC, RAYMOND JAMES & ASSOCIATES, INC. and BB&T INVESTMENT SERVICES, INC.. Heath has passed the Series 63, Series 66, Series 7 and SIE exams. Heath provides financial planning services and specializes in working with high net worth individuals, charitable organizations, corporations, and other businesses.
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
KY
10/18/2019 - Present
Robert W. Baird & Co. Inc. (MURRAY KY)
KY
05/04/2006 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (MURRAY KY)
KY
07/13/2017 - 07/25/2017
RAYMOND JAMES & ASSOCIATES, INC. (MURRAY KY)
NC
07/09/2002 - 04/25/2006
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
10/05/1999 - 07/02/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
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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