Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Weber is a financial advisor with over 30 years of experience in the industry. Scott is currently registered with UBS Financial Services Inc. Prior to joining UBS, Scott was with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Scott is a Series 7, Series 31, Series 63, and Series 65 licensed professional. Scott is located in West Palm Beach, Florida and is dedicated to providing financial guidance and personalized investment strategies to clients.
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.
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.
See schedule d - miscellaneous
1
2
FL
09/26/2008 - Present
UBS Financial Services Inc. (WEST PALM BEACH FL)
FL
04/02/2007 - 10/06/2008
MORGAN STANLEY & CO. INCORPORATED (PALM BEACH FL)
FL
12/19/1991 - 04/02/2007
MORGAN STANLEY DW INC. (PALM BEACH FL)
IA
Issued 02/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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