Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kelly is a financial advisor with over 7 years of experience in the industry. Scott is a registered representative with Raymond James Financial Services Advisors, Inc. Previously, Scott was registered with WELLS FARGO CLEARING SERVICES, LLC and WADDELL & REED. Scott holds the Series 7, Series 63, and Series 65 licenses. Scott offers a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Scott specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Scott is also a board member for a non-profit organization and a vice president for a business networking group.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
01/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (Bothell WA)
WA
07/31/2017 - 01/26/2024
WELLS FARGO CLEARING SERVICES, LLC (LYNNWOOD WA)
WA
07/26/2016 - 08/01/2017
WADDELL & REED (LYNNWOOD WA)
IA
Issued 11/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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