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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 Allen Weger is an investment advisor representative with Morgan Stanley. Scott has been in the industry since January 12, 1997. Scott has a wide range of experience, having previously worked at firms such as CHARLES SCHWAB & CO., INC. and TD WATERHOUSE INVESTOR SERVICES, INC. Scott holds a variety of licenses and registrations, including Series 7, 8, 9, 10, 63, and 65. Scott is registered to conduct business in 53 states and the District of Columbia. Scott is a dedicated professional with a strong commitment to providing his clients with personalized investment advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
03/11/2020 - Present
Morgan Stanley (Scottsdale AZ)
AZ
02/16/2007 - 04/22/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
NE
06/02/2005 - 03/06/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
09/29/1995 - 09/09/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
12/10/1993 - 11/06/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
CO
09/01/1993 - 12/01/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CA
05/19/1993 - 09/09/1993
MONTANO SECURITIES CORPORATION (ORANGE CA)
IA
Issued 05/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/11/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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