Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Heyer is a financial advisor with Morgan Stanley, with over 30 years of experience in the financial services industry. Scott has a wide range of experience and has held registrations with several firms in the past including UBS Financial Services Inc., Davis Distributors, LLC, Alliance Fund Distributors, Inc., Van Kampen American Capital Distributors, Inc., and New England Securities. Scott is registered with the state of Florida, Texas and has also been approved to conduct business in 28 other states. Scott holds Series 6, 7, 63 and 66 securities licenses, and the SIE. Scott has demonstrated a commitment to providing personalized financial advice and portfolio management services to individual and institutional clients.
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
FL
04/08/2020 - Present
Morgan Stanley (Tampa FL)
FL
08/01/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
01/21/2003 - 08/13/2008
UBS FINANCIAL SERVICES INC. (TAMPA FL)
AZ
11/12/1999 - 01/02/2003
DAVIS DISTRIBUTORS, LLC (TUCSON AZ)
TN
09/29/1997 - 09/17/1999
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
TX
01/04/1994 - 08/29/1997
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
NY
11/20/1989 - 06/29/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 02/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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