Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Melzer is a financial advisor with LPL Financial LLC. Scott has been in the financial services industry since May 2006. Scott is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Scott is also a registered investment advisor in Pennsylvania and Texas. Scott has a series 7 and series 66 securities licenses, and has passed the SIE exam. Prior to joining LPL Financial LLC, Scott was employed by WADDELL & REED, INC. in Yardley, PA and by AMERIPRISE FINANCIAL SERVICES, INC. in Mount Laurel, NJ.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
07/21/2021 - Present
LPL Financial LLC (YARDLEY PA)
PA
10/03/2011 - 07/21/2021
WADDELL & REED (YARDLEY PA)
NJ
05/18/2006 - 10/07/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MOUNT LAUREL NJ)
BOTH
Issued 06/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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