Unclaimed
Scott Everett Brue is a financial advisor with over 30 years of experience in the industry. Scott is currently registered with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Scott has held prior roles at TD Ameritrade, Inc. and Fortis Investors, Inc.. Scott is licensed to provide financial advice in Colorado and California. Scott has successfully completed a variety of industry exams, including the Series 6, 7, 10, and 63 exams. In addition to providing financial advice, Scott also offers financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
05/01/1992 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
11/03/2022 - 07/29/2024
TD AMERITRADE, INC. (Lone Tree CO)
MN
07/11/1991 - 05/12/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 04/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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