Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Edward Given is a financial advisor registered in 38 states with Charles Schwab & Co., Inc. Scott has been in the financial services industry since 2011. Prior to joining Charles Schwab, Scott worked at Stifel, Nicolaus & Company, Incorporated. Scott is a Series 7, Series 66, and SIE licensed advisor. Scott specializes in Financial Planning and providing financial advice to individuals and families.
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
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2
AZ
01/02/2019 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
08/08/2012 - 12/04/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PHOENIX AZ)
AZ
11/22/2010 - 07/31/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 02/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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