Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scot? Claim Your ProfileScot Jaffe is a financial advisor who has been in the industry since 2000. Scot is a registered representative of Wells Fargo Advisors Financial Network, LLC and is licensed to provide investment advice in multiple states. Scot has experience working with a wide range of clients, including individuals, businesses, corporations, institutions, and government entities. Scot is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
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2
FL
10/03/2014 - Present
Wells Fargo Advisors Financial Network, LLC (SARASOTA FL)
FL
01/06/2004 - 10/03/2014
WELLS FARGO ADVISORS, LLC (SARASOTA FL)
NY
10/13/2000 - 01/07/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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