Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Staudenmier is a financial advisor with over 23 years of experience in the industry. Scott has been registered with Raymond James & Associates, Inc. since 2024 and has held various positions within the financial services industry, including roles at Charles Schwab & Co., Inc., Charles Schwab Trust Bank, and Charles Schwab Premier Bank. Scott is currently licensed to provide investment advice and brokerage services in all 50 states. Scott specializes in providing financial planning, portfolio management, and pension consulting services to both individuals and businesses.
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
CO
06/07/2024 - Present
Raymond James & Associates, Inc. (BOULDER CO)
CO
05/15/2000 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 07/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
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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