Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ayres Lanham is an active investment advisor representative with Wells Fargo Clearing Services, LLC in Bethesda, MD. Scott is a highly experienced financial professional with over 30 years of experience in the industry. Scott has extensive knowledge of the investment industry, and is registered to provide investment advisory services in several states. Scott holds numerous licenses and certifications, including Series 7, 3, 10, 24, 31, 63, and 65. Scott has also completed the Securities Industry Essentials (SIE) exam. Scott has held previous positions at a variety of other firms including Oppenheimer & Co., Inc., First Union Capital Markets Corp., and First Montauk Securities Corp. Scott specializes in providing investment advisory services to individuals, businesses, and institutions. Scott's advisory services include financial planning, portfolio management, and investment consulting. Scott is committed to providing his clients with personalized service and tailored investment solutions.
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.
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.
Investment consulting services to institutional clients
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
MD
03/29/2011 - Present
Wells Fargo Clearing Services, LLC (BETHESDA MD)
NC
02/25/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
TX
04/20/1998 - 11/11/1998
TEJAS SECURITIES GROUP, INC. (AUSTIN TX)
NJ
03/04/1997 - 03/10/1998
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
09/11/1995 - 09/17/1996
AMERICORP SECURITIES, INC. (NEW YORK NY)
NY
06/19/1989 - 08/11/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
05/21/1987 - 07/22/1989
SHEARSON LEHMAN HUTTON INC.
NA
12/16/1985 - 05/15/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/28/1982 - 11/26/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 03/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1985
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 12/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 08/23/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 3 - National Commodity Futures Examination
BC
Issued 04/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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