Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Adler is an investment advisor representative with Range Financial Group, LLC, based in Tigard, Oregon. Scott has been in the financial services industry since 1998, and has a wide range of experience working with individuals, families, and businesses. Scott has experience providing financial planning, portfolio management, and pension consulting services. Scott holds a Series 7, Series 9, Series 10, Series 63, Series 65, and Series 66 license. Scott has previously been associated with Fidelity Brokerage Services LLC, Wells Fargo Advisors LLC, Wells Fargo Investments LLC, and Merrill Lynch, Pierce, Fenner & Smith 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.
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
OR
11/11/2024 - Present
Range Financial Group, LLC (TIGARD OR)
OR
10/23/2018 - 10/23/2020
FIDELITY BROKERAGE SERVICES LLC (TIGARD OR)
OR
06/22/2017 - 09/10/2018
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
MO
01/03/2011 - 08/14/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CA
10/22/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/10/2007 - 10/20/2009
WELLS FARGO ADVISORS, LLC (LAGUNA BEACH CA)
CA
07/25/2002 - 09/12/2007
WELLS FARGO INVESTMENTS, LLC (COSTA MESA CA)
NY
12/16/1998 - 05/24/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/01/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/10/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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