Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Toomasson is an investment advisor representative who has been in the financial industry for over 20 years. Scott is currently registered with Cerity Partners LLC. Scott has been with Cerity Partners LLC since November 2021. Prior to that, Scott was with several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Goldman, Sachs & Co., UBS Financial Services Inc., Wells Fargo Investments, LLC, and Wells Fargo Van Kasper, LLC. Scott holds the Series 7, 63, 65 and 66 licenses and is registered with the state of California. Scott has a history of working with clients in the areas of financial planning, portfolio management, and pension consulting.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
11/03/2021 - Present
Cerity Partners LLC (NEW YORK NY)
CA
10/09/2008 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BERKELEY CA)
NY
01/31/2008 - 04/24/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
CA
01/12/2007 - 02/01/2008
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
07/11/2001 - 04/11/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/14/2000 - 07/11/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
CA
04/26/2000 - 06/08/2000
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
BOTH
Issued 02/23/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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