Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Csaky is a financial advisor at Raymond James & Associates, Inc. with over 30 years of experience in the industry. Scott is a registered representative and investment advisor representative. Scott has passed the Series 7, Series 63, and Series 65 exams, and the SIE exam. Scott is registered to offer securities and investment advisory services in Alabama, California, Florida, Kentucky, Maryland, New Hampshire, New York, North Carolina, Rhode Island, South Carolina, Virginia, and Washington. Scott has previously worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Wheat, First Securities, Inc., and Alex. Brown & Sons Incorporated. Scott focuses on portfolio management for individuals and businesses. He also offers financial planning, pension consulting, educational seminars, and selection of other advisors. Scott is committed to providing his clients with the highest level of service and expertise.
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.
Please see note in schedule d - miscellaneous
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
VA
09/07/2018 - Present
Raymond James & Associates, Inc. (RICHMOND VA)
VA
12/08/2006 - 09/11/2018
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
09/04/1998 - 12/18/2006
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
NC
09/18/1997 - 04/03/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
07/09/1990 - 06/12/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 10/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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