Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott is a financial professional with over 27 years of experience in the industry. Jeffrey currently works at First Trust Advisors LP in Wheaton, IL. Prior to joining First Trust Advisors LP, Jeffrey held positions at various firms, including INVESCO DISTRIBUTORS, INC., VAN KAMPEN FUNDS INC., STATE FARM VP MANAGEMENT CORP., EVEREN SECURITIES, INC., and VAN KAMPEN MERRITT INC. Jeffrey specializes in a variety of areas, including portfolio management, investment company services, and financial planning.
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.
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.
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.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
03/25/2020 - Present
First Trust Advisors LP (Wheaton IL)
IL
06/01/2010 - 06/17/2010
INVESCO DISTRIBUTORS, INC. (OAKBROOK TERRACE IL)
IL
11/08/2005 - 06/01/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IL
02/12/2002 - 08/05/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
01/16/1998 - 02/01/2002
VAN KAMPEN FUNDS INC. (HOUSTON TX)
MO
04/12/1994 - 12/17/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
TX
04/29/1992 - 10/19/1992
VAN KAMPEN MERRITT INC. (HOUSTON TX)
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/10/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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