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 Simmerer is a financial advisor with over 40 years of experience in the financial services industry. Scott is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked at Robert Thomas Securities, Inc., Roney & Co. L.L.C., Cowen & Co., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Scott has held a variety of licenses and certifications, including the Series 7, Series 63, Series 65, and the SIE. Scott's specializations include Retirement Planning, College Planning, Estate Planning, and Business Succession Planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Chagrin Falls OH)
FL
04/11/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MI
09/21/1992 - 04/16/1996
RONEY & CO. L.L.C. (DETROIT MI)
NY
08/13/1990 - 09/29/1992
COWEN & CO. (NEW YORK NY)
NY
02/15/1988 - 09/11/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/27/1981 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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