Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McCullah is a financial advisor with over 40 years of experience in the industry. Scott has served as a Registered Representative, Financial Advisor, and Principal throughout his career, with experience in the securities, investment advisory and financial planning industries. Scott currently works with TIAA-CREF Individual & Institutional Services, LLC. Scott has held positions at several other firms including J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., MORGAN STANLEY DW INC., WELLS FARGO SECURITIES INC., FIRST INTERSTATE INVESTMENTS,INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, DEAN WITTER REYNOLDS INC., PRUDENTIAL-BACHE SECURITIES INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CA
07/02/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)
CA
10/01/2012 - 06/11/2024
J.P. MORGAN SECURITIES LLC (Glendora CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MONROVIA CA)
CA
03/04/2002 - 05/02/2009
WAMU INVESTMENTS, INC. (GLENDORA CA)
NY
05/29/1997 - 02/07/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
03/02/1994 - 06/05/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
06/19/1996 - 09/20/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
06/24/1992 - 02/16/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
07/05/1988 - 06/12/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/18/1985 - 07/12/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
12/23/1981 - 12/03/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 04/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 12/05/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1999
Series 3 - National Commodity Futures Examination
BC
Issued 01/26/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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