Unclaimed
Scott Fuhrman is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 19 years of experience in the financial services industry. Scott is licensed to offer a variety of financial products and services, including investment advice, retirement planning, and insurance. Scott holds Series 7, 6, 9, 10, 63, and 65 licenses. Scott is registered to provide services in 42 states. Scott is committed to providing personalized financial advice 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.
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
NE
02/21/2018 - Present
Stifel, Nicolaus & Company, Inc. (OMAHA NE)
NE
11/19/2013 - 11/07/2017
LPL FINANCIAL LLC (OMAHA NE)
NE
05/17/2013 - 11/18/2013
SECURITIES AMERICA, INC. (OMAHA NE)
PA
12/03/2012 - 05/07/2013
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
CT
01/05/2004 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
IA
Issued 07/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/04/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2003
Series 6 - Investment Company Products/Variable Contracts 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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