Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Avery is a financial advisor registered with Columbia Management Investment Advisers, LLC and has been in the financial industry since 1987. Scott has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Scott is committed to providing personalized financial advice and working with clients to achieve their financial goals.
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.
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 liability management, credit analysis & asset allocation svcs
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.
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.
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2
NC
05/01/2010 - Present
Columbia Management Investment Advisers, LLC (Cary NC)
NC
06/21/2004 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (CARY NC)
MA
09/26/1994 - 06/14/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NA
02/02/1990 - 09/20/1994
COLONIAL INVESTMENT SERVICES
NA
09/25/1987 - 02/02/1990
COLONIAL INVESTMENT SERVICES, INC.
IA
Issued 02/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 12/28/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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