Unclaimed
Scott Siegel is a financial advisor with Belzberg Capital, located in Key Biscayne, FL. Scott has been a financial advisor for more than 6 years and has a proven track record of success in helping individuals and families achieve their financial goals. He holds the Series 7, Series 63, and Series 7TO licenses, as well as the SIE designation.
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.
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.
1
2
FL
12/13/2023 - Present
Belzberg Capital (Key Biscayne FL)
TN
08/03/2021 - 12/31/2021
WAVECREST SECURITIES LLC (BRENTWOOD TN)
NY
07/15/2014 - 05/16/2019
PINEBRIDGE SECURITIES LLC (NEW YORK NY)
NY
09/03/2007 - 07/17/2008
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 07/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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