Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott C. Holzer is an active Investment Advisor Representative with J.p. Morgan Securities LLC. Scott has over 24 years of experience in the financial industry. Scott specializes in providing financial advice to individuals, corporations, and institutions. Scott is a registered Investment Advisor Representative in New Jersey, New York, and Texas. Prior to joining J.p. Morgan Securities LLC, Scott worked at CHASE INVESTMENT SERVICES CORP. and TD AMERITRADE, INC.
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
08/16/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/15/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
02/09/2007 - 07/09/2008
TD AMERITRADE, INC. (JERSEY CITY NJ)
NY
05/13/1998 - 12/04/2006
TD AMERITRADE, INC. (NEW YORK NY)
FL
08/18/1997 - 05/28/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
GA
07/15/1997 - 08/12/1997
ARGENT SECURITIES, INC. (ATLANTA GA)
IA
Issued 07/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1997
Series 7 - General Securities 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
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