Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McLaughlin is an experienced financial advisor with over 30 years of experience in the industry. Scott is currently registered with Wells Fargo Advisors Financial Network, LLC. Prior to that, Scott worked for Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Salomon Smith Barney Inc., Lehman Brothers Inc., and Johnston, Lemon & Co. Incorporated. Scott is registered to provide investment advice in 25 states. Scott also holds a Series 7, Series 31, and Series 63 license. Scott offers financial planning, investment consulting, and portfolio management services to individuals, corporations, businesses, and institutions.
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
MD
06/14/2013 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
VA
06/01/2009 - 07/09/2013
MORGAN STANLEY (MCLEAN VA)
VA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
MD
08/30/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/31/1993 - 09/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/13/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
DC
12/03/1987 - 09/12/1989
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
IA
Issued 11/20/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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