Unclaimed
Scott Abramson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered with the state of Florida since July 2010. Scott has over 18 years of experience in the industry, beginning his career at Morgan Stanley DW Inc. in October 2004. Scott is a Certified Financial Planner and specializes in providing financial advice to individuals, corporations, and high-net-worth clients. Scott offers a range of services including portfolio management, financial planning, and pension consulting. Scott is also registered with the state of Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
04/03/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WINTER PARK FL)
FL
09/10/2007 - 07/09/2010
FIFTH THIRD SECURITIES, INC. (ORLANDO FL)
FL
03/23/2007 - 08/14/2007
WACHOVIA SECURITIES, LLC (WINTER PARK FL)
FL
10/07/2004 - 07/18/2006
MORGAN STANLEY DW INC. (WINTER PARK FL)
BOTH
Issued 10/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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