Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Eugene Monson is an investment advisor representative with Missionsquare Retirement, based in Washington, DC. Scott has been in the industry since July 5, 1996. Scott has a broad range of experience, having previously worked at Fidelity Brokerage Services LLC. Scott is licensed to conduct business in the District of Columbia and Utah and holds Series 6, 7, 63, 66, and SIE licenses. Scott is a Certified Financial Planner. Scott provides portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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DC
02/01/2022 - Present
Missionsquare Retirement (WASHINGTON DC)
UT
06/19/1996 - 01/10/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 11/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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