Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott B. Smith is a financial advisor in Atlanta, Georgia with over 12 years of experience in the industry. Scott is currently registered with Morgan Stanley. Scott is also a registered representative of FINRA. Scott specializes in investment management for high-net-worth individuals and families, as well as institutions. Scott's experience and expertise help to provide clients with a comprehensive range of financial services, including financial planning, asset allocation, and portfolio management. Prior to joining Morgan Stanley, Scott was a registered representative with CITIGROUP GLOBAL MARKETS INC. Scott holds the Series 7, Series 66, and SIE licenses. Scott is also a member of the Land Cruiser Heritage Museum board of directors and is the contractor of OFFROAD TRAINING & LOGISTICS LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/23/2020 - Present
Morgan Stanley (Atlanta GA)
GA
11/28/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
BOTH
Issued 12/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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