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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Eric Myers is a financial advisor with over 20 years of experience in the industry. Scott has worked with Morgan Stanley since 2009 and has a wide range of experience, including portfolio management for businesses, individuals, and investment companies. Scott also offers financial planning and educational seminars to his clients. Scott holds Series 7, 31, 63 and 65 licenses and the SIE designation. Prior to working with Morgan Stanley, Scott has worked with Morgan Stanley DW Inc., First Union Securities, Inc. and First Union Capital Markets Corp. Scott is registered to provide investment advice in a total of 37 states including Pennsylvania, New Jersey, Texas and others. Scott works out of the Blue Bell, PA branch of Morgan Stanley.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
07/06/2018 - Present
Morgan Stanley (Blue Bell PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JENKINTOWN PA)
PA
02/05/2001 - 04/02/2007
MORGAN STANLEY DW INC. (JENKINTOWN PA)
MO
10/01/1999 - 03/01/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/27/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 08/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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