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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Calhoun is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Clifton Park, New York. Scott Calhoun has been in the industry since August 12, 1996 and has experience with a wide range of financial products and services, including investment management, portfolio management, and financial planning. Scott Calhoun holds licenses and registrations with the Securities and Exchange Commission (SEC) and various state regulatory agencies. Scott Calhoun is registered in 51 states and the District of Columbia for securities and investment advisory services. Scott Calhoun has a strong track record of success and a commitment to providing excellent service to clients.
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
NY
10/02/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLIFTON PARK NY)
NY
04/18/1997 - 07/26/2006
MERCER ALLIED COMPANY, L.P. (CLIFTON PARK NY)
NJ
08/13/1996 - 05/22/1997
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1996
Series 6 - Investment Company Products/Variable Contracts 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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