Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Brian Davidoff is a financial advisor with over 25 years of experience. Scott is registered with Wells Fargo Clearing Services, LLC and has been with the firm since February 2009. Scott has been actively registered in the securities industry since November 1997. Scott has a wide range of experience in the financial services industry, including experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott has passed the Series 66, Series 7, Series 31 and SIE exams, as well as several other industry licensing exams. Scott has a specialization in retirement planning, financial planning, and asset management. Scott is also a Chartered Financial Analyst. Scott is dedicated to providing clients with comprehensive financial planning and investment management services.
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.
Investment consulting services to institutional clients
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
TX
02/27/2009 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
11/03/1997 - 03/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 11/25/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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