Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Trent Scoggins is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Fort Myers, FL. Jason has been in the financial services industry since 1993 and is licensed to provide investment advice in multiple states. Jason has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Jason offers a range of financial services, including financial planning, portfolio management, and investment advice.
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.
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.
1
2
FL
09/13/2021 - Present
Stifel, Nicolaus & Company, Inc. (FORT MYERS FL)
FL
12/04/2008 - 09/22/2021
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
04/02/2007 - 12/05/2008
MORGAN STANLEY & CO. INCORPORATED (FT. MYERS FL)
FL
07/20/1993 - 04/02/2007
MORGAN STANLEY DW INC. (FT. MYERS FL)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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