Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Koehn is an active Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Scott is a highly experienced financial professional with over 25 years in the industry. Scott is a Series 6, 7, 24, 51, 63, and 65 licensed professional and is registered with the state regulators in Florida, Georgia, Maryland, New Jersey, New Mexico, New York, North Carolina, Oregon, South Carolina, Texas, Virginia, Washington, and West Virginia. Scott has previously held positions with RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, BRANCH, CABELL & CO., INC., WACHOVIA BROKERAGE SERVICE, and COMPULIFE INVESTOR SERVICES, INC. Scott provides financial planning, portfolio management for individuals and businesses, and educational seminars. Scott is also an officer of Scovan Financial Services, a tax preparation and accounting firm.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Waynesboro VA)
NY
03/09/2002 - 08/08/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
05/12/1998 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
NC
02/18/1998 - 05/13/1998
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
MN
09/29/1997 - 02/18/1998
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
IA
Issued 07/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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