Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Allen Wilson is a financial advisor with over 25 years of experience in the industry. Scott is currently registered with UBS Financial Services Inc., and is based out of the Beaumont, TX branch office. Prior to joining UBS Financial Services Inc., Scott has also worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITIGROUP GLOBAL MARKETS INC., and EDWARD D. JONES & CO., L.P. Scott has a diverse background in finance, with experience in a variety of areas such as investment advisory, securities, and futures.
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.
See schedule d - miscellaneous
1
2
TX
02/03/2012 - Present
UBS Financial Services Inc. (BEAUMONT TX)
TX
08/23/2007 - 01/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAUMONT TX)
TX
06/25/1998 - 08/30/2007
CITIGROUP GLOBAL MARKETS INC. (BEAUMONT TX)
MO
01/31/1995 - 06/25/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 02/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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