Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Bevier is a registered representative and general securities principal with J.P. Morgan Securities LLC. Scott has over 18 years of experience in the financial services industry. Scott has held previous roles with State Street Global Markets, LLC, Millenco LLC, Bear Stearns & Co. Inc., Bear Stearns Securities Corp. and J.P. Morgan Securities Inc. Scott is licensed in all 50 states and the District of Columbia. Scott specializes in portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/22/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/13/2015 - 05/25/2016
STATE STREET GLOBAL MARKETS, LLC (NEW YORK NY)
NY
02/01/2008 - 05/09/2011
MILLENCO LLC (NEW YORK NY)
NY
06/22/2007 - 10/03/2007
BEAR, STEARNS & CO. INC. (BROOKLYN NY)
NY
06/22/2007 - 10/03/2007
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NY
05/05/2004 - 04/17/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MN
08/21/1996 - 09/17/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 12/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Scott Bevier is the right advisor for you? Invested Better is here to help.
