Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Evans Whitcomb is a financial advisor with over 30 years of experience in the industry. Scott is currently registered with Wells Fargo Advisors Financial Network, LLC. Previously, Scott was registered with UBS Financial Services Inc. and Piper Jaffray & Co. Scott is licensed in several states including Texas and Wisconsin. Scott offers a variety of investment advisory services, including financial planning, portfolio management, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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.
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2
WI
10/26/2012 - Present
Wells Fargo Advisors Financial Network, LLC (MIDDLETON WI)
WI
02/11/2005 - 11/05/2012
UBS FINANCIAL SERVICES INC. (MADISON WI)
MN
06/22/1992 - 02/22/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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