Unclaimed
Scott Delbert Elliott is a financial advisor with over 20 years of experience in the industry. Scott is a registered representative of D.a. Davidson & Co., a well-established firm known for its comprehensive financial services. Based in Burlington, WA, Scott helps clients navigate a variety of financial needs, including investment management, financial planning, and retirement planning. Scott is dedicated to providing personalized advice and working closely with clients to develop strategies that align with their individual goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WA
04/29/2009 - Present
D.a. Davidson & Co. (BURLINGTON WA)
WA
07/21/2000 - 05/15/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT VERON WA)
IA
Issued 08/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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