Unclaimed
Scott Cannon is a financial advisor with Raymond James Financial Services Advisors, Inc. Scott has been in the financial industry since May 19, 2015, and has extensive experience in providing financial advice to individuals, businesses and institutions. Scott is registered with the Securities and Exchange Commission and holds Series 6, 7, 9, and 66 licenses. Scott also has experience in providing tax preparation services, and is the owner of Chesapeake Tax Services, LLC and Chesapeake Wealth Advisors, LLC.
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
MD
07/11/2022 - Present
Raymond James Financial Services Advisors, Inc. (Ellicott City MD)
MD
04/28/2015 - 07/11/2016
PLANMEMBER SECURITIES CORPORATION (COLUMBIA MD)
BOTH
Issued 07/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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