Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott David Egermayer is a financial advisor who has been in the industry for over 30 years. Scott David Egermayer is registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Scott David Egermayer also previously worked at A. G. Edwards & Sons, Inc., Morgan Keegan & Company, Inc., Weatherly Securities Corporation, Gruntal & Co. Incorporated, Smith Barney, Harris Upham & Co., Incorporated and Oppenheimer & Co., Inc. Scott David Egermayer offers a range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Scott David Egermayer is licensed to sell securities in Alabama, California, Colorado, Connecticut, Florida, Georgia, Iowa, Kansas, Louisiana, Maryland, Mississippi, Nevada, New Jersey, New York, North Carolina, Oklahoma, Tennessee, Texas, Virginia and Washington.
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.
Investment consulting services to institutional clients
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.
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2
LA
12/01/2010 - Present
Wells Fargo Clearing Services, LLC (MANDEVILLE LA)
LA
08/12/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MANDEVILLE LA)
TN
10/21/1991 - 08/14/1998
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
10/22/1990 - 10/29/1991
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
09/25/1989 - 10/09/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
02/10/1989 - 10/04/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
08/23/1988 - 11/17/1988
OPPENHEIMER & CO., INC.
IA
Issued 09/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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