Unclaimed
Scott Cracraft is a financial advisor with over 30 years of experience in the industry. Scott currently works at Raymond James & Associates, Inc. and has held previous roles at MORGAN KEEGAN & COMPANY, INC., CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED and DEAN WITTER REYNOLDS INC.. Scott is licensed to provide financial advice in a number of states including South Carolina and Texas. Scott is a Registered Representative and Investment Advisor Representative and holds Series 7, 31, 63 and 65 licenses. Scott has a broad range of experience in financial planning, portfolio management, and investment advisory services, providing a comprehensive approach to financial solutions for individual and business clients.
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.
Please see note in schedule d - miscellaneous
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
SC
08/05/2013 - Present
Raymond James & Associates, Inc. (CHARLESTON SC)
SC
02/02/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CHARLESTON SC)
NY
02/21/2006 - 02/19/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
01/22/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/22/1991 - 01/27/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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