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 Weidman is an active Investment Advisor Representative and Registered Representative with J. W. Cole Advisors, Inc., registered in Florida since 2009. Scott has been in the financial services industry since 2000, working previously with Metlife Securities Inc. and Metropolitan Life Insurance Company. Scott holds the Series 6, 7, 63 and 65 licenses and is a Certified Financial Planner. Scott specializes in providing financial planning services, portfolio management, and hourly and fixed-rate consulting. He is registered to provide investment advice to individuals, businesses, and charitable organizations. Scott also provides educational seminars and helps clients select other advisors.
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.
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 consulting
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
FL
09/03/2009 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
05/31/2000 - 08/18/2009
METLIFE SECURITIES INC. (ORMOND BEACH FL)
FL
05/31/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORMOND BEACH FL)
BC
Issued 09/10/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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