Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Christopher Bernstiel is a financial advisor with Raymond James Financial Services Advisors, Inc. with a focus on providing financial planning and investment management for individuals, businesses, and retirement plans. Scott has been working in the financial services industry since 1995 and holds various licenses and certifications including Series 7, 24, 63, and 66. Scott is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
02/26/2024 - Present
Raymond James Financial Services Advisors, Inc. (Windsor NJ)
NJ
12/01/2023 - 01/23/2024
LINCOLN INVESTMENT (MARLTON NJ)
NJ
07/15/2022 - 10/13/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)
NJ
12/07/2010 - 01/06/2022
DWS DISTRIBUTORS, INC. (Millstone NJ)
TX
06/01/2010 - 12/06/2010
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
11/11/1996 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NY
01/12/1995 - 11/04/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
01/09/1995 - 11/04/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/25/1994 - 11/01/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
07/09/1993 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/19/1994 - 09/06/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
08/05/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
BOTH
Issued 12/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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