Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Pederson is a registered investment advisor representative with Osaic Wealth, Inc. Scott has been in the financial services industry since 1990 and has experience in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Scott has held previous roles with Securities America, Inc., Foothill Securities, Inc., Cue Financial Group, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, H&R Block Financial Advisors, Inc., Charles Schwab & Co., Inc., Olde Discount Corporation, and The Stuart-James Company, Incorporated.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (WALNUT CREEK CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (WALNUT CREEK CA)
CA
08/03/2009 - 12/08/2016
FOOTHILL SECURITIES, INC. (WALNUT CREEK CA)
AZ
04/16/2008 - 08/03/2009
CUE FINANCIAL GROUP, INC. (PHOENIX AZ)
CA
03/30/2004 - 03/25/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BERKELEY CA)
MI
01/25/2001 - 05/05/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
TX
09/15/1999 - 08/28/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
07/12/1995 - 09/03/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
10/25/1990 - 06/13/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
05/22/1990 - 10/24/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 03/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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