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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 Alexander Chamberlayne is a financial advisor with Wells Fargo Clearing Services, LLC, with over 29 years of experience in the financial services industry. Scott has a diverse background, having worked for multiple firms, including Morgan Stanley DW Inc. and SunTrust Investment Services, Inc. Scott is a registered representative in Florida and Texas. Scott's focus includes providing investment consulting services to institutional clients, as well as financial planning for individuals 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.
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
FL
01/22/2014 - Present
Wells Fargo Clearing Services, LLC (PONTE VEDRA BEACH FL)
FL
02/09/2007 - 03/07/2007
SUNTRUST INVESTMENT SERVICES, INC. (FORT MYERS FL)
FL
04/19/1995 - 10/02/2006
MORGAN STANLEY DW INC. (FT. MYERS FL)
NY
05/09/1995 - 05/09/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
MI
09/07/1994 - 04/26/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
06/02/1994 - 08/22/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
CO
05/20/1994 - 05/27/1994
TAMARON INVESTMENTS, INC. (ENGLEWOOD CO)
NA
08/19/1991 - 01/15/1992
PACIFIC SOUTHERN SECURITIES, INC.
NA
06/20/1991 - 09/04/1991
J. W. GANT & ASSOCIATES, INC.
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1991
Series 62 - Corporate Securities Limited 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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