Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alan Adams is a financial advisor with Edward Jones. Scott has been in the financial services industry since 1994. Scott has experience with investments, insurance and financial planning. Scott has Series 6, 7, and 63 securities licenses as well as a Series 65 Investment Advisor license. Scott holds registrations in 21 states. Scott's previous employment includes CFD Investments, Inc., Oberlin Financial Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mariner Financial Services, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
03/09/2022 - Present
Edward Jones (Port Orange FL)
IN
01/04/2005 - 06/08/2018
CFD INVESTMENTS, INC. (UPLAND IN)
OH
08/29/2000 - 12/31/2004
OBERLIN FINANCIAL CORP. (BRYAN OH)
NY
07/14/1997 - 08/23/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
06/23/1994 - 07/02/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NY
03/23/1994 - 07/07/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/23/1994 - 07/07/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1994
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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