Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Beckman is a financial advisor at Charles Schwab & Co., Inc. Scott has been in the financial services industry since 2000. Scott holds Series 6, 7, 9, 10, 63 and 65 licenses. Scott is registered to provide financial advice in 11 states: Florida, Indiana, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Vermont, New Hampshire and Vermont. Scott is also a board member for Lake Sunapee Yacht Club and Mount Sunapee Area Ski Club.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NH
08/08/2023 - Present
Charles Schwab & CO., Inc. (West Lebanon NH)
NH
09/18/2020 - 08/16/2023
EDWARD JONES (CONCORD NH)
MA
11/28/2007 - 11/13/2018
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
MA
08/15/2000 - 11/26/2007
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 04/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/09/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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