Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Christian Mountain is an active investment professional with over 20 years of experience in the financial services industry. Scott is currently a registered representative with BNY Mellon Securities Corp. Scott has previously held positions with Mellon Funds Distributor, L.P., Lehman Brothers Inc., Quick & Reilly, Inc., and Infinex Investments, Inc.. Scott specializes in providing portfolio management services for both individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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2
MA
07/02/2007 - Present
BNY Mellon Securities Corp. (BOSTON MA)
MA
07/19/2006 - 07/02/2007
MELLON FUNDS DISTRIBUTOR, L.P. (BOSTON MA)
NY
01/20/2004 - 02/17/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/11/2003 - 01/08/2004
QUICK & REILLY, INC. (NEW YORK NY)
CT
09/10/2002 - 03/11/2003
INFINEX INVESTMENTS, INC. (MERIDEN CT)
NY
09/05/2000 - 07/13/2001
QUICK & REILLY, INC. (NEW YORK NY)
MA
12/21/1998 - 09/06/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
MN
11/26/1997 - 11/12/1998
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 11/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 3 - National Commodity Futures Examination
BC
Issued 07/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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