Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott M. Blanche is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Scott has been in the financial industry since 1991 and has worked for several firms including Paine Webber Incorporated, Olde Discount Corporation, Thomas James Associates, Inc., and Hibbard Brown & Co., Inc. Scott is registered as a broker-dealer and investment advisor in multiple states. Scott has passed several industry exams, including Series 7, Series 10, Series 24, Series 31, Series 63, and Series 65. Scott is also a licensed principal for Merrill Lynch. Scott has experience working with individuals, corporations, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
02/26/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JENKINTOWN PA)
NJ
02/28/2000 - 03/10/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
09/30/1994 - 12/19/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
08/19/1994 - 09/15/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
06/17/1991 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/05/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 12/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/3/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/5/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/6/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/18/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 6/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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