Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Conrad is a financial advisor working with Morgan Stanley. Scott is a seasoned professional in the financial services industry, having earned their Series 6, 7, 9, 10, 66, and SIE licenses. Scott has worked with a variety of clients including individuals, high-net-worth individuals, insurance companies, investment companies, pension and profit-sharing plans, charitable organizations, banking or thrift institutions, corporations or other businesses, and state or municipal government entities. Scott is committed to providing investment and financial advice to their clients to help them achieve their financial goals. Scott's previous employment history includes J.P. Morgan Securities LLC, KEY INVESTMENT SERVICES LLC, and CHASE INVESTMENT SERVICES CORP.
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
OH
02/12/2020 - Present
Morgan Stanley (Columbus OH)
OH
02/07/2013 - 01/14/2020
J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)
OH
07/11/2012 - 02/07/2013
KEY INVESTMENT SERVICES LLC (COLUMBUS OH)
OH
07/06/2005 - 04/10/2012
CHASE INVESTMENT SERVICES CORP. (REYNOLDSBURG OH)
IL
01/30/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 12/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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