Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew W. Scott is a financial advisor with over 16 years of experience in the industry. Matthew is currently registered with Morgan Stanley and has a total of 57 active registrations across the United States. Matthew holds a Series 66, Series 7, Series 31, Series 9 and Series 10 licenses and has several designations. Previously, Matthew was registered with MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC.. Matthew is currently registered as a Broker/Dealer and Investment Advisor Representative. Matthew specializes in providing financial advice to a range of clients including high-net-worth individuals, pension and profit-sharing plans, 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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Winter Park FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WINTER PARK FL)
FL
10/05/2005 - 04/02/2007
MORGAN STANLEY DW INC. (WINTER PARK FL)
BOTH
Issued 12/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2005
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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