Unclaimed
Scott Skjoldager is a financial advisor with Brokers International Financial Services, LLC. Scott has been in the financial services industry since 1996 and has held registrations with several firms, including LPL Financial, Raymond James Financial Services, and American Express Financial Advisors. Scott has expertise in working with individuals, high-net-worth individuals, and charitable organizations. Scott is also a registered representative and investment advisor representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
03/25/2024 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
NC
08/11/2020 - 04/28/2022
LPL FINANCIAL LLC (ASHEVILLE NC)
NC
07/13/2015 - 08/28/2018
LPL FINANCIAL LLC (ASHEVILLE NC)
NC
10/31/2003 - 07/16/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHEVILLE NC)
MO
09/25/1998 - 11/25/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
06/12/1998 - 08/28/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/12/1998 - 08/28/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
12/03/1996 - 01/28/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
08/13/1993 - 08/28/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NY
01/26/1990 - 10/01/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
01/24/1989 - 10/07/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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