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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Latshaw is an Investment Advisor Representative with Stifel Independent Advisors, LLC. Scott has been in the industry for over 30 years and is registered to conduct business in several states. Scott has experience with both individual and corporate clients. Stifel Independent Advisors, LLC provides a variety of financial planning, investment, and advisory services to individuals, families, and businesses.
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.
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2
MO
01/11/2011 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
MD
06/05/2007 - 01/14/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
04/29/2002 - 06/05/2007
RYAN BECK & CO. (BALTIMORE MD)
NY
04/27/2000 - 05/20/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
MD
11/01/1996 - 05/12/2000
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NY
01/20/1994 - 11/07/1996
SMITH BARNEY INC. (NEW YORK NY)
NA
08/18/1992 - 12/14/1993
F.N. WOLF & CO., INC.
IA
Issued 06/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/09/1995
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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