Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Hellman is a financial advisor currently registered with LPL Financial LLC. Scott has been in the financial industry since April 2006 and has worked with a variety of firms. Scott is a registered representative and has successfully passed numerous securities exams including Series 63, Series 66, Series 7, Series 9, Series 10, and Series 4. Scott has active registrations in over 50 states and is also registered as an Investment Advisor Representative (IAR).
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.
Consulting and other non-discretionary advisory services
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
10/01/2021 - Present
LPL Financial LLC (Orange Park FL)
FL
02/09/2007 - 10/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
TX
01/04/2001 - 08/02/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/26/2000 - 11/02/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2017
Series 4 - Registered Options Principal Examination
BC
Issued 04/02/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Hellman is the right advisor for you? Invested Better is here to help.
