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 Bylsma is a financial advisor registered with Wells Fargo Clearing Services, LLC. Scott Alan Bylsma has been in the securities industry for over 30 years and has a broad range of experience working with individuals, families, and businesses. Scott Alan Bylsma specializes in financial planning, investment management, and retirement planning. Scott Alan Bylsma holds several professional designations, including Certified Financial Planner.
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.
Investment consulting services to institutional clients
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.
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2
MI
03/04/2021 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
06/02/1993 - 06/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
IL
10/07/1988 - 11/27/1992
ANDERSON & COMPANY, INC. (CHICAGO IL)
IA
Issued 07/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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