Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Wildman is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Wausau, WI. Scott has over 20 years of experience in the financial services industry. Scott has been registered with the Securities and Exchange Commission (SEC) since 2001. Scott is a Certified Financial Planner™ and holds Series 7 and 66 licenses. Scott provides financial planning, investment management, and retirement planning services. Scott has a deep understanding of the financial markets and is committed to providing clients with personalized advice and guidance to help them reach their financial 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.
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
WI
09/15/2023 - Present
Raymond James Financial Services Advisors, Inc. (Wausau WI)
WI
10/11/2013 - 09/27/2023
WELLS FARGO CLEARING SERVICES, LLC (WAUSAU WI)
WI
07/10/2009 - 10/18/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WAUSAU WI)
WI
01/01/2008 - 07/13/2009
WELLS FARGO ADVISORS, LLC (WAUSAU WI)
WI
08/09/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WAUSAU WI)
BOTH
Issued 04/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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