Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Suomela is a financial advisor at Edward Jones in Berkley, Michigan. Scott has been in the financial services industry since 1985 and has experience with a variety of firms including Wells Fargo Advisors, UBS Financial Services Inc., and Smith Barney Inc. Scott is a Series 7, Series 3, Series 63, and Series 66 licensed advisor. Scott specializes in retirement planning, insurance, and investments.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
05/13/2022 - Present
Edward Jones (BERKLEY MI)
MI
08/19/2011 - 04/28/2022
WELLS FARGO CLEARING SERVICES, LLC (TROY MI)
MI
06/30/1995 - 08/31/2011
UBS FINANCIAL SERVICES INC. (TROY MI)
NY
07/31/1993 - 07/10/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/22/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 10/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1985
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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