Unclaimed
Scott Lindermann is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc., working in their YORK, PA branch. Scott has been active in the financial industry since February 2000, having previously worked at JANNEY MONTGOMERY SCOTT LLC and RAIKE FINANCIAL GROUP INC.. Scott specializes in a variety of financial services, including portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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
PA
06/28/2018 - Present
Stifel, Nicolaus & Company, Inc. (YORK PA)
PA
12/04/2000 - 09/05/2013
JANNEY MONTGOMERY SCOTT LLC (YORK PA)
GA
12/09/1999 - 10/04/2000
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
IA
Issued 07/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities 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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