Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Marshall is a financial advisor with Wells Fargo Clearing Services, LLC. Scott has over 30 years of experience in the financial services industry. He is registered to provide investment advice in 20 states and is also a registered representative. Scott has a strong background in financial planning, portfolio management, and investment consulting. He is dedicated to helping clients achieve their financial goals.
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.
1
2
FL
11/09/2010 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
FL
11/15/2006 - 11/18/2010
RBC CAPITAL MARKETS, LLC (BOCA RATON FL)
FL
08/01/1997 - 11/16/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (DEERFIELD BEACH FL)
FL
08/01/1997 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (DEERFIELD BEACH FL)
NA
07/09/1997 - 07/31/1997
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
07/09/1997 - 07/31/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
MA
05/11/1993 - 07/21/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 04/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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