Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Schermerhorn is an investment advisor representative at Mariner Wealth, a firm with approximately $81.11 billion in assets under management. Scott has over 30 years of experience in the financial services industry. Scott has held a variety of roles in the industry, including working for Seligman Advisors, Inc. and Federated Securities Corp. Scott has a Series 7, 63 and 65 licenses. Scott specializes in a variety of areas, including portfolio management, financial planning, and pension consulting. The firm provides a variety of services, including portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Family office services
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.
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2
NH
01/03/2022 - Present
Mariner Wealth (Concord NH)
MA
11/23/1998 - 10/31/2002
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
PA
05/29/1996 - 10/14/1998
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
MA
06/24/1993 - 06/08/1996
SELIGMAN ADVISORS, INC. (BOSTON MA)
NY
01/27/1992 - 06/24/1993
SELIGMAN SECURITIES, INC. (NEW YORK NY)
BC
Issued 08/29/1991
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/02/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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