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 Vlasi is a financial advisor with Wells Fargo Clearing Services, LLC. Scott has been in the financial services industry for over 20 years. Scott is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses, as well as the SIE. Scott provides financial planning, investment consulting and portfolio management services. Scott also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc.. Scott is registered in a number of states to provide financial services.
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.
Investment consulting services to institutional clients
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.
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2
TX
05/25/2012 - Present
Wells Fargo Clearing Services, LLC (SAN ANTONIO TX)
TX
10/23/2009 - 05/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
05/30/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCHERTZ TX)
NY
04/17/2001 - 10/10/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 10/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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