Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Marcum is a financial professional with over 20 years of experience in the industry. Scott is currently registered with Charles Schwab & Co., Inc. and is located in Indianapolis, IN. Scott has held previous positions with American Fidelity Securities, Inc. and First Investors Corporation. Scott has passed the Series 6, 7, 9, 10, 63, and 66 exams. Scott is also a Registered Representative in the state of Indiana. Scott specializes in providing financial planning and advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
01/24/2017 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
OK
03/19/1998 - 04/22/1998
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
NA
09/30/1987 - 02/18/1988
BERACHAH SECURITIES CORPORATION
NA
04/15/1987 - 08/04/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 05/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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